+301.8%
FDBC price history and return analytics
+215.5%
+86.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | +4.4% | -2.3% | +6.7% | +6.7% |
| 30D | +22.7% | -5.0% | +27.6% | +28.3% |
| 3M | +28.5% | -4.9% | +33.3% | +34.2% |
| 6M | +54.5% | -1.5% | +56.0% | +55.2% |
| YTD | +62.1% | +8.5% | +53.6% | +47.5% |
| 1Y | +62.9% | +11.4% | +51.5% | +44.2% |
| 3Y | +57.8% | +70.1% | -12.3% | -6.8% |
| 5Y | +47.9% | +53.7% | -5.8% | -3.8% |
| All | +301.8% | +215.5% | +86.3% | +66.8% |
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 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