+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 | +0.3% | -0.6% | +0.9% | +1.0% |
| 7D | +2.2% | +2.9% | -0.7% | -1.4% |
| 30D | -7.1% | -2.5% | -4.6% | -4.0% |
| 3M | -6.3% | -3.3% | -3.0% | -2.2% |
| 6M | +2.9% | +1.5% | +1.4% | +1.4% |
| YTD | +8.8% | +11.4% | -2.6% | -4.3% |
| 1Y | +8.7% | +11.9% | -3.2% | -4.9% |
| 3Y | +69.9% | +73.9% | -3.9% | -13.2% |
| All | +57.8% | +71.3% | -13.5% | -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