+67.8%
FYC price history and return analytics
+65.1%
+2.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.3% |
| 7D | -1.1% | -0.1% | -0.9% | -0.9% |
| 30D | -3.9% | -0.7% | -3.2% | -3.1% |
| 3M | +2.8% | +4.0% | -1.2% | -2.2% |
| 6M | +20.0% | +12.3% | +7.7% | +3.5% |
| YTD | +22.6% | +14.0% | +8.6% | +3.8% |
| 1Y | +34.6% | +20.3% | +14.3% | +6.6% |
| 3Y | +101.6% | +75.4% | +26.1% | +0.2% |
| All | +67.8% | +65.1% | +2.7% | -6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling