+376.8%
V vs FDS
+77.6%
+299.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.3% | +2.6% | 0.0% |
| 7D | -1.1% | -5.4% | +4.3% | +1.1% |
| 30D | +1.9% | +1.6% | +0.3% | +1.0% |
| 3M | +15.5% | +17.7% | -2.2% | +6.7% |
| 6M | +16.6% | +29.1% | -12.4% | +2.0% |
| YTD | +5.7% | +1.0% | +4.8% | +2.3% |
| 1Y | +8.6% | -21.6% | +30.2% | +17.7% |
| 3Y | +52.5% | -30.1% | +82.6% | +72.5% |
| 5Y | +67.1% | -20.7% | +87.9% | +73.0% |
| 10Y | +376.8% | +78.3% | +298.5% | +221.5% |
| All | +376.8% | +77.6% | +299.2% | +221.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FDS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling