+450.2%
FDBC vs VT
+374.2%
+76.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.6% | +0.4% | +2.1% | +2.4% |
| 30D | +3.0% | +1.0% | +2.0% | +2.6% |
| 3M | +18.1% | +2.4% | +15.8% | +16.8% |
| 6M | +23.9% | +12.0% | +11.9% | +17.9% |
| YTD | +29.9% | +15.3% | +14.6% | +22.1% |
| 1Y | +26.2% | +22.6% | +3.6% | +15.6% |
| 3Y | +30.7% | +74.7% | -44.0% | +4.9% |
| 5Y | +20.5% | +66.1% | -45.7% | -1.9% |
| 10Y | +230.9% | +225.0% | +5.9% | +127.6% |
| All | +450.2% | +374.2% | +76.0% | +261.0% |
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