+600.0%
FDBC price history and return analytics
+363.9%
+236.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.7% | +2.2% | +3.2% |
| 7D | +10.3% | -0.3% | +10.6% | +10.5% |
| 30D | +27.2% | -1.4% | +28.6% | +27.8% |
| 3M | +29.9% | -1.4% | +31.3% | +30.6% |
| 6M | +56.8% | +5.5% | +51.4% | +52.9% |
| YTD | +65.3% | +12.8% | +52.5% | +56.6% |
| 1Y | +66.9% | +15.4% | +51.5% | +56.6% |
| 3Y | +58.6% | +76.9% | -18.3% | +26.6% |
| 5Y | +51.2% | +60.4% | -9.2% | +24.7% |
| 10Y | +316.0% | +232.8% | +83.2% | +187.5% |
| All | +600.0% | +363.9% | +236.2% | +363.2% |
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