+57.9%
FDIF price history and return analytics
+70.4%
-12.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.6% |
| 7D | -1.8% | -0.1% | -1.6% | -1.6% |
| 30D | -8.3% | -3.1% | -5.2% | -4.5% |
| 3M | -5.6% | -3.5% | -2.1% | -1.2% |
| 6M | +2.3% | +0.5% | +1.8% | +2.0% |
| YTD | +8.8% | +10.8% | -2.0% | -3.7% |
| 1Y | +8.3% | +11.9% | -3.6% | -5.2% |
| 3Y | +70.0% | +73.0% | -3.0% | -12.6% |
| All | +57.9% | +70.4% | -12.6% | -17.3% |
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