+8.0%
FDN price history and return analytics
+57.4%
-49.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | -0.5% |
| 7D | +2.1% | +0.4% | +1.7% | +1.5% |
| 30D | -10.9% | -2.6% | -8.3% | -7.5% |
| 3M | -7.2% | -3.2% | -4.0% | -2.7% |
| 6M | +0.4% | +0.9% | -0.6% | -1.2% |
| YTD | -0.2% | +11.3% | -11.5% | -14.9% |
| 1Y | -1.4% | +14.0% | -15.4% | -18.9% |
| 3Y | +69.6% | +75.8% | -6.3% | -27.7% |
| 5Y | +8.0% | +57.8% | -49.9% | -43.4% |
| All | +8.0% | +57.4% | -49.4% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling