+15.2%
FDIS vs VT
+53.2%
-38.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.1% | +1.3% |
| 7D | +0.9% | -4.2% | +5.1% | +6.6% |
| 30D | +4.5% | -5.8% | +10.3% | +12.8% |
| 3M | -2.0% | -5.2% | +3.2% | +5.0% |
| 6M | +0.4% | +0.1% | +0.3% | -0.2% |
| YTD | +0.3% | +8.2% | -7.9% | -10.2% |
| 1Y | -0.4% | +10.1% | -10.5% | -12.8% |
| 3Y | +49.2% | +69.7% | -20.5% | -26.4% |
| 5Y | +15.2% | +53.4% | -38.2% | -33.8% |
| All | +15.2% | +53.2% | -38.0% | -33.8% |
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