+155.6%
FDD price history and return analytics
+356.5%
-200.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +3.3% | +2.4% | +0.9% | +1.2% |
| 30D | +3.5% | -1.5% | +5.0% | +4.7% |
| 3M | -3.3% | -4.1% | +0.8% | +0.1% |
| 6M | +4.8% | +0.6% | +4.3% | +4.1% |
| YTD | +16.8% | +11.0% | +5.8% | +6.7% |
| 1Y | +24.2% | +13.3% | +10.8% | +11.5% |
| 3Y | +115.7% | +73.4% | +42.3% | +34.1% |
| 5Y | +84.3% | +57.4% | +26.9% | +24.2% |
| 10Y | +183.5% | +221.7% | -38.2% | +6.7% |
| All | +155.6% | +356.5% | -200.9% | -18.2% |
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