+48.5%
FDFF price history and return analytics
+69.6%
-21.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | +2.5% | -2.3% | +4.8% | +5.0% |
| 30D | +4.5% | -5.0% | +9.5% | +10.1% |
| 3M | -0.6% | -4.9% | +4.2% | +4.7% |
| 6M | +8.0% | -1.5% | +9.5% | +9.3% |
| YTD | +3.0% | +8.5% | -5.5% | -6.5% |
| 1Y | +6.7% | +11.4% | -4.7% | -5.8% |
| 3Y | +50.4% | +70.1% | -19.7% | -16.6% |
| All | +48.5% | +69.6% | -21.2% | -17.2% |
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