+263.6%
FDRR price history and return analytics
+230.3%
+33.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | -0.2% | -1.1% | +0.9% | +0.8% |
| 30D | +0.5% | -1.0% | +1.4% | +1.4% |
| 3M | +7.4% | +3.2% | +4.2% | +4.2% |
| 6M | +16.7% | +12.5% | +4.3% | +4.3% |
| YTD | +16.2% | +14.1% | +2.2% | +2.4% |
| 1Y | +23.2% | +18.9% | +4.3% | +4.4% |
| 3Y | +81.8% | +74.1% | +7.7% | +7.9% |
| 5Y | +86.5% | +66.9% | +19.6% | +14.5% |
| All | +263.6% | +230.3% | +33.3% | +25.9% |
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