+85.9%
FDEC price history and return analytics
+94.3%
-8.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.2% | +0.3% |
| 7D | -0.4% | -0.7% | +0.3% | +0.1% |
| 30D | -0.8% | -1.7% | +1.0% | +0.3% |
| 3M | +1.1% | -2.3% | +3.4% | +2.6% |
| 6M | +4.6% | +1.5% | +3.0% | +3.3% |
| YTD | +9.8% | +12.0% | -2.3% | +1.6% |
| 1Y | +12.3% | +12.9% | -0.6% | +3.3% |
| 3Y | +55.5% | +74.9% | -19.5% | +6.3% |
| 5Y | +64.4% | +59.9% | +4.5% | +15.6% |
| All | +85.9% | +94.3% | -8.4% | +16.9% |
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 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