+110.5%
FDIG price history and return analytics
+74.5%
+36.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -1.6% |
| 7D | +4.6% | +2.9% | +1.7% | -2.2% |
| 30D | -16.1% | -2.5% | -13.6% | -10.5% |
| 3M | -20.3% | -3.3% | -17.0% | -12.9% |
| 6M | -25.9% | +1.5% | -27.4% | -27.5% |
| YTD | -13.8% | +11.4% | -25.2% | -31.0% |
| 1Y | -26.6% | +11.9% | -38.5% | -41.6% |
| All | +110.5% | +74.5% | +36.0% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling