+252.2%
FDVV price history and return analytics
+222.7%
+29.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +0.8% | +2.9% | -2.1% | -1.8% |
| 30D | +0.7% | -2.5% | +3.2% | +2.9% |
| 3M | -1.7% | -3.3% | +1.6% | +1.2% |
| 6M | +6.5% | +1.5% | +4.9% | +4.6% |
| YTD | +12.5% | +11.4% | +1.1% | +1.3% |
| 1Y | +13.4% | +11.9% | +1.5% | +1.6% |
| 3Y | +76.3% | +73.9% | +2.4% | +4.1% |
| 5Y | +84.7% | +57.9% | +26.9% | +18.9% |
| All | +252.2% | +222.7% | +29.5% | +14.1% |
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