+96.7%
FDUS vs VT
+53.2%
+43.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +1.2% |
| 7D | +0.3% | -4.2% | +4.5% | +2.6% |
| 30D | +3.3% | -5.8% | +9.1% | +6.6% |
| 3M | -0.6% | -5.2% | +4.7% | +2.2% |
| 6M | +7.9% | +0.1% | +7.8% | +7.5% |
| YTD | +10.4% | +8.2% | +2.2% | +5.3% |
| 1Y | +5.1% | +10.1% | -5.1% | -0.8% |
| 3Y | +43.2% | +69.7% | -26.5% | +6.8% |
| 5Y | +96.7% | +53.4% | +43.4% | +45.8% |
| All | +96.7% | +53.2% | +43.6% | +45.8% |
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