+22.1%
FDBC vs VT
+66.2%
-44.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.6% | +0.4% | +2.1% | +2.3% |
| 30D | +3.0% | +1.0% | +2.0% | +2.3% |
| 3M | +18.1% | +2.4% | +15.8% | +15.8% |
| 6M | +23.9% | +12.0% | +11.9% | +13.7% |
| YTD | +29.9% | +15.3% | +14.6% | +16.4% |
| 1Y | +26.2% | +22.6% | +3.6% | +7.9% |
| 3Y | +30.7% | +74.7% | -44.0% | -10.2% |
| All | +22.1% | +66.2% | -44.1% | -7.6% |
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