+105.4%
FID price history and return analytics
+296.7%
-191.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.4% | +0.4% | -0.1% | +0.1% |
| 30D | +2.6% | +1.0% | +1.6% | +1.9% |
| 3M | +5.7% | +2.4% | +3.3% | +3.9% |
| 6M | +8.9% | +12.0% | -3.1% | +0.7% |
| YTD | +15.3% | +15.3% | 0.0% | +4.4% |
| 1Y | +23.1% | +22.6% | +0.5% | +6.8% |
| 3Y | +71.3% | +74.7% | -3.3% | +15.3% |
| 5Y | +57.0% | +66.1% | -9.2% | +8.5% |
| 10Y | +106.0% | +225.0% | -119.0% | -9.4% |
| All | +105.4% | +296.7% | -191.2% | -19.0% |
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 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