+66.0%
FIDI price history and return analytics
+134.7%
-68.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.8% |
| 7D | -0.6% | +2.9% | -3.5% | -3.0% |
| 30D | +1.7% | -2.5% | +4.2% | +3.7% |
| 3M | -0.4% | -3.3% | +3.0% | +2.3% |
| 6M | +4.9% | +1.5% | +3.4% | +3.0% |
| YTD | +15.1% | +11.4% | +3.7% | +4.2% |
| 1Y | +18.5% | +11.9% | +6.6% | +6.8% |
| 3Y | +79.2% | +73.9% | +5.3% | +8.9% |
| 5Y | +70.7% | +57.9% | +12.8% | +12.4% |
| All | +66.0% | +134.7% | -68.8% | -26.0% |
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 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