+656.5%
FDL price history and return analytics
+346.0%
+310.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.4% |
| 7D | -1.0% | -2.3% | +1.3% | +0.6% |
| 30D | +8.2% | -5.0% | +13.2% | +12.1% |
| 3M | +4.4% | -4.9% | +9.3% | +8.0% |
| 6M | +9.3% | -1.5% | +10.9% | +9.7% |
| YTD | +23.6% | +8.5% | +15.1% | +14.8% |
| 1Y | +30.6% | +11.4% | +19.2% | +18.8% |
| 3Y | +83.3% | +70.1% | +13.2% | +20.1% |
| 5Y | +94.8% | +53.7% | +41.1% | +36.4% |
| 10Y | +211.8% | +220.0% | -8.2% | +26.7% |
| All | +656.5% | +346.0% | +310.5% | +154.4% |
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