+308.0%
FDBC price history and return analytics
+220.7%
+87.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | +1.9% | -0.1% | +2.0% | +1.9% |
| 30D | +25.6% | -3.1% | +28.6% | +28.9% |
| 3M | +30.0% | -3.5% | +33.5% | +33.9% |
| 6M | +52.3% | +0.5% | +51.9% | +50.2% |
| YTD | +62.1% | +10.8% | +51.4% | +44.6% |
| 1Y | +60.9% | +11.9% | +49.0% | +41.9% |
| 3Y | +52.8% | +73.0% | -20.1% | -11.2% |
| 5Y | +52.9% | +58.6% | -5.7% | -3.7% |
| All | +308.0% | +220.7% | +87.3% | +68.4% |
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