+81.3%
FDEC price history and return analytics
+88.1%
-6.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -2.0% | -2.3% | +0.3% | -0.5% |
| 30D | -3.0% | -5.0% | +2.0% | +0.2% |
| 3M | -1.1% | -4.9% | +3.7% | +2.0% |
| 6M | +2.2% | -1.5% | +3.7% | +2.9% |
| YTD | +7.1% | +8.5% | -1.4% | +1.1% |
| 1Y | +10.7% | +11.4% | -0.6% | +2.8% |
| 3Y | +53.4% | +70.1% | -16.6% | +6.8% |
| 5Y | +60.4% | +53.7% | +6.7% | +15.5% |
| All | +81.3% | +88.1% | -6.8% | +16.4% |
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