+166.7%
FNDA price history and return analytics
+217.6%
-50.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | +0.3% | -0.1% | +0.4% | +0.4% |
| 30D | +2.1% | -3.1% | +5.1% | +5.6% |
| 3M | -3.7% | -3.5% | -0.2% | +0.1% |
| 6M | +1.6% | +0.5% | +1.1% | +0.7% |
| YTD | +16.3% | +10.8% | +5.6% | +3.0% |
| 1Y | +19.3% | +11.9% | +7.4% | +4.4% |
| 3Y | +60.3% | +73.0% | -12.7% | -14.4% |
| 5Y | +36.9% | +58.6% | -21.7% | -19.0% |
| 10Y | +166.7% | +219.2% | -52.4% | -25.6% |
| All | +166.7% | +217.6% | -50.9% | -25.6% |
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 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