+53.0%
FDX price history and return analytics
+11.9%
+41.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.8% |
| 7D | +5.2% | +2.4% | +2.8% | +3.2% |
| 30D | +11.3% | -1.5% | +12.8% | +12.6% |
| 3M | -4.1% | -4.1% | 0.0% | -0.8% |
| 6M | +9.6% | +0.6% | +9.1% | +8.4% |
| YTD | +40.9% | +11.0% | +29.9% | +27.3% |
| 1Y | +53.0% | +13.3% | +39.7% | +36.0% |
| All | +53.0% | +11.9% | +41.1% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling