+252.9%
FDVV price history and return analytics
+230.2%
+22.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -0.8% | -0.1% | -0.6% | -0.6% |
| 30D | -1.8% | -0.7% | -1.1% | -1.2% |
| 3M | +4.0% | +4.0% | 0.0% | +0.1% |
| 6M | +10.7% | +12.3% | -1.6% | -0.9% |
| YTD | +12.3% | +14.0% | -1.7% | -0.9% |
| 1Y | +17.8% | +20.3% | -2.5% | -1.2% |
| 3Y | +71.3% | +75.4% | -4.2% | +0.5% |
| 5Y | +93.7% | +66.0% | +27.7% | +19.2% |
| All | +252.9% | +230.2% | +22.7% | +15.8% |
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