+98.5%
FDCF price history and return analytics
+74.1%
+24.4%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | +4.8% | +2.9% | +1.9% | +1.2% |
| 30D | -4.2% | -2.5% | -1.6% | -1.1% |
| 3M | -1.6% | -3.3% | +1.7% | +2.6% |
| 6M | +3.3% | +1.5% | +1.7% | +1.3% |
| YTD | +4.8% | +11.4% | -6.6% | -8.6% |
| 1Y | +5.9% | +11.9% | -6.0% | -8.2% |
| 3Y | +92.5% | +73.9% | +18.7% | -6.1% |
| All | +98.5% | +74.1% | +24.4% | -1.6% |
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 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