+226.3%
FDN vs VT
+215.5%
+10.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.2% |
| 7D | -2.1% | -2.3% | +0.2% | +0.7% |
| 30D | -11.8% | -5.0% | -6.9% | -6.1% |
| 3M | -8.1% | -4.9% | -3.2% | -2.2% |
| 6M | -2.4% | -1.5% | -0.8% | -0.6% |
| YTD | -3.2% | +8.5% | -11.7% | -12.7% |
| 1Y | -3.8% | +11.4% | -15.2% | -16.0% |
| 3Y | +64.9% | +70.1% | -5.2% | -13.8% |
| 5Y | +5.1% | +53.7% | -48.6% | -36.6% |
| All | +226.3% | +215.5% | +10.8% | -11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling