+1,042.0%
FDN price history and return analytics
+346.0%
+696.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.2% |
| 7D | -2.1% | -2.3% | +0.2% | +0.3% |
| 30D | -11.8% | -5.0% | -6.9% | -7.0% |
| 3M | -8.1% | -4.9% | -3.2% | -3.1% |
| 6M | -2.4% | -1.5% | -0.8% | -0.8% |
| YTD | -3.2% | +8.5% | -11.7% | -11.0% |
| 1Y | -3.8% | +11.4% | -15.2% | -14.0% |
| 3Y | +64.9% | +70.1% | -5.2% | -3.2% |
| 5Y | +5.1% | +53.7% | -48.6% | -29.5% |
| 10Y | +232.8% | +220.0% | +12.9% | +14.3% |
| All | +1,042.0% | +346.0% | +696.0% | +193.5% |
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