+574.4%
FDUS price history and return analytics
+359.3%
+215.1%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | 0.0% |
| 7D | +3.2% | -0.3% | +3.5% | +3.4% |
| 30D | +3.0% | -1.4% | +4.4% | +4.2% |
| 3M | -1.2% | -1.4% | +0.2% | -0.2% |
| 6M | +9.0% | +5.5% | +3.5% | +3.8% |
| YTD | +11.6% | +12.8% | -1.3% | +0.2% |
| 1Y | +7.2% | +15.4% | -8.2% | -5.6% |
| 3Y | +44.7% | +76.9% | -32.2% | -12.7% |
| 5Y | +101.4% | +60.4% | +41.0% | +30.0% |
| 10Y | +299.1% | +232.8% | +66.3% | +38.1% |
| All | +574.4% | +359.3% | +215.1% | +75.5% |
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 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