+473.2%
FYC price history and return analytics
+333.6%
+139.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +1.5% | +2.4% | -0.8% | -1.1% |
| 30D | +1.2% | -1.5% | +2.7% | +3.1% |
| 3M | -8.7% | -4.1% | -4.6% | -4.1% |
| 6M | -0.4% | +0.6% | -1.0% | -0.9% |
| YTD | +17.4% | +11.0% | +6.4% | +4.7% |
| 1Y | +24.7% | +13.3% | +11.4% | +8.8% |
| 3Y | +109.7% | +73.4% | +36.3% | +15.5% |
| 5Y | +44.3% | +57.4% | -13.2% | -10.5% |
| 10Y | +246.1% | +221.7% | +24.4% | +8.8% |
| All | +473.2% | +333.6% | +139.6% | +38.9% |
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