+16.4%
FDIS price history and return analytics
+53.4%
-37.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.5% |
| 7D | +1.5% | -2.3% | +3.8% | +4.6% |
| 30D | +4.7% | -5.0% | +9.7% | +11.7% |
| 3M | -1.3% | -4.9% | +3.6% | +5.2% |
| 6M | -1.3% | -1.5% | +0.2% | +0.3% |
| YTD | +0.1% | +8.5% | -8.4% | -10.6% |
| 1Y | +1.9% | +11.4% | -9.5% | -12.1% |
| 3Y | +49.0% | +70.1% | -21.1% | -26.7% |
| All | +16.4% | +53.4% | -37.1% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling