+69.7%
FIDI price history and return analytics
+57.4%
+12.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.3% |
| 7D | -0.4% | +0.4% | -0.7% | -0.7% |
| 30D | +3.6% | -2.6% | +6.2% | +5.5% |
| 3M | -0.5% | -3.2% | +2.7% | +1.7% |
| 6M | +5.7% | +0.9% | +4.8% | +4.5% |
| YTD | +15.4% | +11.3% | +4.1% | +6.0% |
| 1Y | +21.5% | +14.0% | +7.5% | +9.5% |
| 3Y | +80.4% | +75.8% | +4.5% | +16.0% |
| 5Y | +69.7% | +57.8% | +11.9% | +15.4% |
| All | +69.7% | +57.4% | +12.3% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling