+1,095.0%
FDN vs VT
+363.9%
+731.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +0.6% |
| 7D | -3.5% | -0.3% | -3.2% | -3.1% |
| 30D | -7.2% | -1.4% | -5.8% | -5.7% |
| 3M | -5.4% | -1.4% | -4.0% | -3.8% |
| 6M | +1.8% | +5.5% | -3.6% | -3.6% |
| YTD | +1.3% | +12.8% | -11.5% | -10.6% |
| 1Y | -1.6% | +15.4% | -17.0% | -15.1% |
| 3Y | +71.5% | +76.9% | -5.4% | -3.3% |
| 5Y | +10.3% | +60.4% | -50.1% | -29.2% |
| 10Y | +248.3% | +232.8% | +15.5% | +14.9% |
| All | +1,095.0% | +363.9% | +731.1% | +194.9% |
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