+51.2%
FDFF price history and return analytics
+74.1%
-22.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.9% |
| 7D | +2.5% | +0.4% | +2.1% | +2.0% |
| 30D | +4.5% | -2.6% | +7.1% | +7.3% |
| 3M | +1.3% | -3.2% | +4.6% | +4.8% |
| 6M | +10.3% | +0.9% | +9.4% | +8.8% |
| YTD | +4.9% | +11.3% | -6.4% | -7.3% |
| 1Y | +7.6% | +14.0% | -6.4% | -7.4% |
| 3Y | +52.0% | +75.8% | -23.8% | -18.6% |
| All | +51.2% | +74.1% | -22.8% | -17.9% |
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