+93.6%
FYLD price history and return analytics
+76.6%
+17.0%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +1.0% | +1.0% | 0.0% | +0.2% |
| 30D | +3.5% | -0.2% | +3.7% | +3.7% |
| 3M | +8.1% | +4.5% | +3.5% | +4.4% |
| 6M | +13.7% | +14.1% | -0.4% | +2.3% |
| YTD | +28.0% | +14.8% | +13.2% | +14.6% |
| 1Y | +36.2% | +21.2% | +15.0% | +16.6% |
| 3Y | +93.6% | +76.6% | +17.1% | +21.1% |
| All | +93.6% | +76.6% | +17.0% | +21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling