+57.8%
FDIF price history and return analytics
+71.3%
-13.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -1.0% |
| 7D | -0.8% | +0.4% | -1.2% | -1.2% |
| 30D | -8.3% | -2.6% | -5.7% | -5.1% |
| 3M | -5.3% | -3.2% | -2.1% | -1.2% |
| 6M | +2.2% | +0.9% | +1.3% | +1.4% |
| YTD | +8.7% | +11.3% | -2.6% | -4.3% |
| 1Y | +10.4% | +14.0% | -3.6% | -5.5% |
| 3Y | +72.3% | +75.8% | -3.5% | -13.2% |
| All | +57.8% | +71.3% | -13.5% | -17.8% |
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 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