-33.3%
FDRV price history and return analytics
+69.5%
-102.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +0.6% |
| 7D | -3.1% | -2.0% | -1.1% | +0.2% |
| 30D | -8.4% | -1.4% | -7.0% | -6.2% |
| 3M | -11.0% | +4.7% | -15.7% | -17.3% |
| 6M | +2.0% | +11.4% | -9.4% | -14.0% |
| YTD | +2.3% | +13.1% | -10.8% | -15.7% |
| 1Y | +4.7% | +19.0% | -14.3% | -20.6% |
| 3Y | -4.0% | +73.9% | -77.9% | -61.0% |
| All | -33.3% | +69.5% | -102.8% | -69.7% |
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