+56.5%
FDBC price history and return analytics
+69.4%
-12.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +0.5% |
| 7D | +3.5% | -4.2% | +7.7% | +7.1% |
| 30D | +22.9% | -5.8% | +28.7% | +28.7% |
| 3M | +27.4% | -5.2% | +32.7% | +32.8% |
| 6M | +51.7% | +0.1% | +51.6% | +49.5% |
| YTD | +60.8% | +8.2% | +52.5% | +45.9% |
| 1Y | +58.4% | +10.1% | +48.3% | +40.8% |
| All | +56.5% | +69.4% | -12.9% | -14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling