+164.6%
FNDA price history and return analytics
+224.4%
-59.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.7% |
| 7D | -0.6% | -0.7% | +0.1% | +0.1% |
| 30D | +2.8% | -1.7% | +4.5% | +4.7% |
| 3M | -3.4% | -2.3% | -1.1% | -0.9% |
| 6M | +2.8% | +1.5% | +1.3% | +0.6% |
| YTD | +17.0% | +12.0% | +5.0% | +2.2% |
| 1Y | +19.6% | +12.9% | +6.7% | +3.6% |
| 3Y | +61.2% | +74.9% | -13.7% | -15.1% |
| 5Y | +36.6% | +59.9% | -23.3% | -19.9% |
| 10Y | +164.6% | +224.6% | -60.1% | -29.2% |
| All | +164.6% | +224.4% | -59.8% | -29.2% |
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