+47.7%
FND price history and return analytics
+192.4%
-144.7%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.4% |
| 7D | -5.8% | -1.1% | -4.6% | -4.1% |
| 30D | -20.2% | -1.0% | -19.2% | -18.9% |
| 3M | -12.0% | +3.2% | -15.1% | -16.2% |
| 6M | -18.5% | +12.5% | -31.0% | -31.9% |
| YTD | -22.3% | +14.1% | -36.3% | -36.3% |
| 1Y | -47.6% | +18.9% | -66.6% | -59.8% |
| 3Y | -49.8% | +74.1% | -123.8% | -78.6% |
| 5Y | -63.0% | +66.9% | -129.8% | -82.3% |
| All | +47.7% | +192.4% | -144.7% | -63.3% |
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