+355.1%
FDIS price history and return analytics
+245.7%
+109.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.1% | +0.6% |
| 7D | +0.9% | -4.2% | +5.1% | +5.8% |
| 30D | +4.5% | -5.8% | +10.3% | +11.6% |
| 3M | -2.0% | -5.2% | +3.2% | +4.0% |
| 6M | +0.4% | +0.1% | +0.3% | +0.1% |
| YTD | +0.3% | +8.2% | -7.9% | -8.3% |
| 1Y | -0.4% | +10.1% | -10.5% | -10.7% |
| 3Y | +49.2% | +69.7% | -20.5% | -15.9% |
| 5Y | +15.2% | +53.4% | -38.2% | -26.6% |
| 10Y | +272.1% | +219.2% | +52.9% | +18.2% |
| All | +355.1% | +245.7% | +109.3% | +32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling