+264.3%
FYC price history and return analytics
+229.8%
+34.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.5% |
| 7D | -2.3% | -1.1% | -1.1% | -0.9% |
| 30D | -5.2% | -1.0% | -4.2% | -4.0% |
| 3M | -0.5% | +3.2% | -3.6% | -4.3% |
| 6M | +19.1% | +12.5% | +6.6% | +2.9% |
| YTD | +21.7% | +14.1% | +7.6% | +3.3% |
| 1Y | +31.7% | +18.9% | +12.8% | +6.4% |
| 3Y | +100.2% | +74.1% | +26.1% | +1.6% |
| 5Y | +66.5% | +66.9% | -0.3% | -9.7% |
| All | +264.3% | +229.8% | +34.6% | -10.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling