+81.4%
FDD price history and return analytics
+57.4%
+24.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +0.2% |
| 7D | +0.6% | +0.4% | +0.3% | +0.3% |
| 30D | +3.9% | -2.6% | +6.5% | +6.2% |
| 3M | -4.3% | -3.2% | -1.1% | -1.6% |
| 6M | +4.0% | +0.9% | +3.0% | +2.8% |
| YTD | +15.9% | +11.3% | +4.6% | +5.3% |
| 1Y | +25.6% | +14.0% | +11.6% | +11.7% |
| 3Y | +116.6% | +75.8% | +40.8% | +29.0% |
| 5Y | +81.4% | +57.8% | +23.5% | +13.9% |
| All | +81.4% | +57.4% | +24.0% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling