+82.3%
FDSB price history and return analytics
+44.5%
+37.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +1.9% |
| 7D | +1.9% | -0.1% | +2.0% | +1.9% |
| 30D | +4.5% | -0.7% | +5.1% | +4.6% |
| 3M | +20.7% | +4.0% | +16.7% | +19.3% |
| 6M | +26.9% | +12.3% | +14.6% | +22.6% |
| YTD | +24.6% | +14.0% | +10.6% | +19.7% |
| 1Y | +34.2% | +20.3% | +13.9% | +26.4% |
| All | +82.3% | +44.5% | +37.8% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling