+81.1%
FDEC price history and return analytics
+87.7%
-6.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.1% | -0.3% |
| 7D | -3.1% | -4.2% | +1.1% | -0.4% |
| 30D | -3.2% | -5.8% | +2.6% | +0.5% |
| 3M | -1.5% | -5.2% | +3.8% | +1.9% |
| 6M | +2.8% | +0.1% | +2.6% | +2.4% |
| YTD | +6.9% | +8.2% | -1.3% | +1.2% |
| 1Y | +9.9% | +10.1% | -0.2% | +2.8% |
| 3Y | +53.4% | +69.7% | -16.3% | +7.0% |
| 5Y | +60.2% | +53.4% | +6.9% | +15.6% |
| All | +81.1% | +87.7% | -6.6% | +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 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