+51.2%
FDEM price history and return analytics
+53.4%
-2.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.6% |
| 7D | -1.9% | -2.3% | +0.4% | 0.0% |
| 30D | -8.3% | -5.0% | -3.4% | -4.5% |
| 3M | -6.2% | -4.9% | -1.3% | -2.3% |
| 6M | -8.5% | -1.5% | -7.0% | -6.9% |
| YTD | +8.9% | +8.5% | +0.4% | +3.6% |
| 1Y | +10.4% | +11.4% | -1.0% | +3.1% |
| 3Y | +62.2% | +70.1% | -7.8% | +14.0% |
| All | +51.2% | +53.4% | -2.2% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling