+1,092.4%
FDN price history and return analytics
+357.8%
+734.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | +4.5% | +2.9% | +1.6% | +1.5% |
| 30D | -9.1% | -2.5% | -6.6% | -6.6% |
| 3M | -6.6% | -3.3% | -3.3% | -3.1% |
| 6M | +3.5% | +1.5% | +2.0% | +1.9% |
| YTD | +1.1% | +11.4% | -10.3% | -9.6% |
| 1Y | -1.4% | +11.9% | -13.3% | -12.2% |
| 3Y | +69.0% | +73.9% | -4.8% | -3.0% |
| 5Y | +9.7% | +57.9% | -48.2% | -28.4% |
| 10Y | +245.7% | +222.6% | +23.1% | +17.5% |
| All | +1,092.4% | +357.8% | +734.6% | +198.4% |
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