+643.7%
FDL price history and return analytics
+374.2%
+269.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -0.5% | +0.4% | -0.9% | -0.8% |
| 30D | +2.4% | +1.0% | +1.4% | +1.7% |
| 3M | +6.4% | +2.4% | +4.0% | +4.1% |
| 6M | +6.1% | +12.0% | -5.9% | -3.3% |
| YTD | +21.5% | +15.3% | +6.1% | +8.2% |
| 1Y | +24.7% | +22.6% | +2.1% | +5.9% |
| 3Y | +72.7% | +74.7% | -2.0% | +11.3% |
| 5Y | +93.9% | +66.1% | +27.8% | +28.4% |
| 10Y | +192.1% | +225.0% | -32.9% | +17.6% |
| All | +643.7% | +374.2% | +269.5% | +139.7% |
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