+228.5%
FIDU price history and return analytics
+222.7%
+5.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | +4.7% | +2.9% | +1.8% | +1.6% |
| 30D | +0.6% | -2.5% | +3.1% | +3.3% |
| 3M | -8.9% | -3.3% | -5.5% | -5.6% |
| 6M | -4.2% | +1.5% | -5.7% | -5.8% |
| YTD | +9.8% | +11.4% | -1.5% | -2.1% |
| 1Y | +10.3% | +11.9% | -1.6% | -2.1% |
| 3Y | +71.3% | +73.9% | -2.6% | -4.7% |
| 5Y | +67.2% | +57.9% | +9.3% | +3.0% |
| All | +228.5% | +222.7% | +5.8% | -2.2% |
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