+130.0%
FDS price history and return analytics
+223.7%
-93.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -2.5% |
| 7D | -5.0% | +0.4% | -5.3% | -5.4% |
| 30D | +13.8% | -2.6% | +16.4% | +15.9% |
| 3M | +14.8% | -3.2% | +18.1% | +17.5% |
| 6M | +47.4% | +0.9% | +46.4% | +44.2% |
| YTD | +14.2% | +11.3% | +2.8% | +1.7% |
| 1Y | +26.6% | +14.0% | +12.6% | +10.3% |
| 3Y | -24.4% | +75.8% | -100.3% | -56.6% |
| 5Y | -22.6% | +57.8% | -80.5% | -50.9% |
| 10Y | +130.0% | +219.8% | -89.8% | -28.7% |
| All | +130.0% | +223.7% | -93.7% | -28.7% |
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