+153.4%
FDD price history and return analytics
+355.4%
-202.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | +1.5% | -0.1% | +1.7% | +1.6% |
| 30D | +3.8% | -3.1% | +6.9% | +6.5% |
| 3M | -3.9% | -3.5% | -0.4% | -1.1% |
| 6M | +3.8% | +0.5% | +3.4% | +3.2% |
| YTD | +15.8% | +10.8% | +5.0% | +6.0% |
| 1Y | +24.4% | +11.9% | +12.5% | +12.9% |
| 3Y | +115.0% | +73.0% | +42.0% | +34.0% |
| 5Y | +82.6% | +58.6% | +23.9% | +22.3% |
| 10Y | +177.6% | +219.2% | -41.5% | +5.2% |
| All | +153.4% | +355.4% | -202.1% | -18.7% |
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