+327.5%
FIDU price history and return analytics
+253.9%
+73.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.4% |
| 7D | -1.4% | -0.1% | -1.2% | -1.2% |
| 30D | 0.0% | -3.1% | +3.1% | +3.2% |
| 3M | -8.4% | -3.5% | -4.9% | -5.0% |
| 6M | -4.1% | +0.5% | -4.6% | -4.6% |
| YTD | +9.5% | +10.8% | -1.3% | -1.6% |
| 1Y | +9.8% | +11.9% | -2.1% | -2.3% |
| 3Y | +70.7% | +73.0% | -2.2% | -3.3% |
| 5Y | +67.8% | +58.6% | +9.2% | +3.8% |
| 10Y | +231.0% | +219.2% | +11.8% | +1.2% |
| All | +327.5% | +253.9% | +73.6% | +17.6% |
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