+163.5%
FDT price history and return analytics
+346.0%
-182.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.6% |
| 7D | -1.9% | -0.7% | -1.2% | -1.2% |
| 30D | -2.7% | -1.7% | -1.0% | -1.1% |
| 3M | -4.2% | -2.3% | -1.9% | -2.0% |
| 6M | -9.5% | +1.5% | -11.0% | -10.5% |
| YTD | +13.9% | +12.0% | +1.8% | +2.8% |
| 1Y | +18.0% | +12.9% | +5.2% | +5.8% |
| 3Y | +101.9% | +74.9% | +27.0% | +18.8% |
| 5Y | +70.8% | +59.9% | +10.9% | +9.2% |
| 10Y | +156.1% | +224.6% | -68.5% | -17.3% |
| All | +163.5% | +346.0% | -182.6% | -36.6% |
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