+541.2%
FAD price history and return analytics
+346.0%
+195.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.0% |
| 7D | -3.7% | -2.3% | -1.4% | -1.8% |
| 30D | -6.9% | -5.0% | -2.0% | -2.9% |
| 3M | -9.9% | -4.9% | -5.0% | -6.1% |
| 6M | -7.7% | -1.5% | -6.2% | -6.2% |
| YTD | +5.3% | +8.5% | -3.1% | -0.6% |
| 1Y | +7.1% | +11.4% | -4.3% | -1.0% |
| 3Y | +74.2% | +70.1% | +4.1% | +17.3% |
| 5Y | +33.6% | +53.7% | -20.1% | -2.2% |
| 10Y | +262.3% | +220.0% | +42.3% | +66.2% |
| All | +541.2% | +346.0% | +195.2% | +153.8% |
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 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