+96.5%
FDIG price history and return analytics
+74.9%
+21.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +1.0% |
| 7D | +8.0% | +1.0% | +7.0% | +5.6% |
| 30D | +10.4% | -0.2% | +10.7% | +11.4% |
| 3M | +4.3% | +4.5% | -0.2% | -5.7% |
| 6M | +30.9% | +14.1% | +16.8% | -2.6% |
| YTD | +18.7% | +14.8% | +4.0% | -11.9% |
| 1Y | +16.4% | +21.2% | -4.8% | -23.0% |
| 3Y | +160.8% | +76.6% | +84.2% | -24.1% |
| All | +96.5% | +74.9% | +21.5% | -38.2% |
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