+278.7%
FVCB price history and return analytics
+217.6%
+61.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -1.1% |
| 7D | -1.6% | -0.3% | -1.3% | -1.4% |
| 30D | -4.5% | -1.4% | -3.1% | -3.5% |
| 3M | -11.2% | -1.4% | -9.8% | -10.3% |
| 6M | +8.2% | +5.5% | +2.7% | +2.9% |
| YTD | +23.0% | +12.8% | +10.2% | +10.2% |
| 1Y | +41.8% | +15.4% | +26.3% | +24.5% |
| 3Y | +54.3% | +76.9% | -22.5% | -4.4% |
| 5Y | +2.9% | +60.4% | -57.5% | -31.7% |
| 10Y | +138.8% | +232.8% | -94.0% | -2.7% |
| All | +278.7% | +217.6% | +61.1% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling