+89.2%
FDEV price history and return analytics
+157.7%
-68.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.5% | +0.4% | +1.0% | +1.1% |
| 30D | +2.6% | +1.0% | +1.6% | +1.9% |
| 3M | +7.6% | +2.4% | +5.2% | +5.6% |
| 6M | +6.1% | +12.0% | -5.9% | -2.4% |
| YTD | +12.6% | +15.3% | -2.7% | +1.4% |
| 1Y | +19.5% | +22.6% | -3.1% | +3.0% |
| 3Y | +62.9% | +74.7% | -11.7% | +8.1% |
| 5Y | +44.4% | +66.1% | -21.7% | -1.5% |
| All | +89.2% | +157.7% | -68.5% | -5.5% |
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