+59.0%
FDHY vs VT
+152.6%
-93.6%
-20.0%
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 | -0.2% | +0.4% | -0.6% | -0.3% |
| 30D | +0.3% | +1.0% | -0.7% | 0.0% |
| 3M | +1.3% | +2.4% | -1.1% | +0.4% |
| 6M | +2.5% | +12.0% | -9.5% | -1.3% |
| YTD | +3.4% | +15.3% | -11.9% | -1.5% |
| 1Y | +6.0% | +22.6% | -16.6% | -1.0% |
| 3Y | +27.8% | +74.7% | -46.9% | +5.3% |
| 5Y | +20.3% | +66.1% | -45.8% | -0.2% |
| All | +59.0% | +152.6% | -93.6% | +11.7% |
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