+244.0%
FNDA price history and return analytics
+270.8%
-26.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -1.4% | -2.3% | +0.9% | +1.1% |
| 30D | +0.2% | -5.0% | +5.2% | +5.9% |
| 3M | -5.7% | -4.9% | -0.8% | -0.5% |
| 6M | -1.3% | -1.5% | +0.3% | +0.1% |
| YTD | +13.5% | +8.5% | +5.0% | +3.2% |
| 1Y | +18.2% | +11.4% | +6.9% | +4.4% |
| 3Y | +54.3% | +70.1% | -15.8% | -14.4% |
| 5Y | +31.9% | +53.7% | -21.8% | -17.9% |
| 10Y | +176.3% | +220.0% | -43.6% | -19.0% |
| All | +244.0% | +270.8% | -26.8% | -13.9% |
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