+252.2%
FDRR price history and return analytics
+220.8%
+31.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | -0.5% | -0.1% | -0.3% | -0.4% |
| 30D | -2.7% | -3.1% | +0.3% | 0.0% |
| 3M | -2.8% | -3.5% | +0.7% | +0.3% |
| 6M | +6.3% | +0.5% | +5.8% | +5.5% |
| YTD | +12.6% | +10.8% | +1.8% | +1.8% |
| 1Y | +15.4% | +11.9% | +3.5% | +3.4% |
| 3Y | +80.5% | +73.0% | +7.5% | +7.7% |
| 5Y | +73.4% | +58.6% | +14.8% | +11.6% |
| 10Y | +247.2% | +219.2% | +28.0% | +23.9% |
| All | +252.2% | +220.8% | +31.4% | +25.2% |
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