+290.3%
FDUS price history and return analytics
+215.5%
+74.8%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.5% | +0.6% |
| 7D | +1.8% | -2.3% | +4.1% | +3.8% |
| 30D | +4.4% | -5.0% | +9.4% | +9.1% |
| 3M | -2.0% | -4.9% | +2.9% | +2.2% |
| 6M | +12.3% | -1.5% | +13.8% | +13.2% |
| YTD | +11.3% | +8.5% | +2.8% | +2.4% |
| 1Y | +6.6% | +11.4% | -4.8% | -4.3% |
| 3Y | +44.4% | +70.1% | -25.6% | -14.5% |
| 5Y | +98.3% | +53.7% | +44.5% | +27.9% |
| All | +290.3% | +215.5% | +74.8% | +27.3% |
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