+354.3%
FDIS price history and return analytics
+246.5%
+107.7%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | +1.5% | -2.3% | +3.8% | +4.2% |
| 30D | +4.7% | -5.0% | +9.7% | +10.8% |
| 3M | -1.3% | -4.9% | +3.6% | +4.3% |
| 6M | -1.3% | -1.5% | +0.2% | +0.2% |
| YTD | +0.1% | +8.5% | -8.4% | -8.7% |
| 1Y | +1.9% | +11.4% | -9.5% | -9.8% |
| 3Y | +49.0% | +70.1% | -21.1% | -16.2% |
| 5Y | +15.0% | +53.7% | -38.7% | -26.9% |
| 10Y | +271.5% | +220.0% | +51.5% | +17.7% |
| All | +354.3% | +246.5% | +107.7% | +31.8% |
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