+119.9%
FDIQ price history and return analytics
+224.5%
-104.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -2.9% | +0.4% | -3.3% | -3.4% |
| 30D | +3.2% | +1.0% | +2.3% | +2.1% |
| 3M | +9.0% | +2.4% | +6.6% | +5.5% |
| 6M | +1.1% | +12.0% | -10.9% | -12.3% |
| YTD | +21.2% | +15.3% | +5.8% | +1.4% |
| 1Y | +19.8% | +22.6% | -2.8% | -6.7% |
| 3Y | +68.4% | +74.7% | -6.3% | -12.7% |
| 5Y | +44.3% | +66.1% | -21.9% | -20.4% |
| All | +119.9% | +224.5% | -104.6% | -43.0% |
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