-65.0%
FDMT price history and return analytics
+98.0%
-163.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.1% |
| 7D | -5.1% | -0.1% | -4.9% | -4.9% |
| 30D | +27.3% | -0.7% | +28.0% | +28.5% |
| 3M | +53.6% | +4.0% | +49.6% | +44.9% |
| 6M | +62.4% | +12.3% | +50.1% | +38.4% |
| YTD | +89.1% | +14.0% | +75.0% | +58.0% |
| 1Y | +103.4% | +20.3% | +83.1% | +59.4% |
| 3Y | -9.5% | +75.4% | -84.9% | -57.3% |
| 5Y | -57.8% | +66.0% | -123.8% | -77.4% |
| All | -65.0% | +98.0% | -163.0% | -87.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling