+376.5%
FDIQ vs VT
+398.2%
-21.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.9% |
| 7D | +3.2% | -1.6% | +4.8% | +5.0% |
| 30D | +12.3% | -2.5% | +14.8% | +15.2% |
| 3M | +6.3% | -1.3% | +7.6% | +7.5% |
| 6M | +6.9% | +3.1% | +3.8% | +2.3% |
| YTD | +24.0% | +10.9% | +13.1% | +9.0% |
| 1Y | +33.9% | +12.1% | +21.8% | +16.2% |
| 3Y | +80.0% | +73.9% | +6.1% | -3.1% |
| 5Y | +30.7% | +58.0% | -27.3% | -21.6% |
| 10Y | +126.8% | +225.5% | -98.6% | -34.3% |
| All | +376.5% | +398.2% | -21.6% | -4.4% |
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