+248.5%
FDVV price history and return analytics
+214.1%
+34.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -1.0% | -2.3% | +1.4% | +1.1% |
| 30D | +0.4% | -5.0% | +5.3% | +5.0% |
| 3M | -2.8% | -4.9% | +2.0% | +1.6% |
| 6M | +4.7% | -1.5% | +6.2% | +5.7% |
| YTD | +10.9% | +8.5% | +2.5% | +2.3% |
| 1Y | +14.4% | +11.4% | +3.0% | +2.9% |
| 3Y | +73.8% | +70.1% | +3.7% | +4.8% |
| 5Y | +82.5% | +53.7% | +28.8% | +20.5% |
| 10Y | +261.1% | +220.0% | +41.2% | +21.5% |
| All | +248.5% | +214.1% | +34.4% | +19.5% |
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