+408.4%
FNDB price history and return analytics
+279.6%
+128.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +2.6% | +2.4% | +0.2% | +0.4% |
| 30D | +2.0% | -1.5% | +3.5% | +3.3% |
| 3M | +0.8% | -4.1% | +4.9% | +4.6% |
| 6M | +8.4% | +0.6% | +7.8% | +7.3% |
| YTD | +21.9% | +11.0% | +10.8% | +9.6% |
| 1Y | +25.3% | +13.3% | +11.9% | +10.5% |
| 3Y | +82.5% | +73.4% | +9.1% | +7.0% |
| 5Y | +82.3% | +57.4% | +24.9% | +16.9% |
| 10Y | +278.0% | +221.7% | +56.3% | +24.6% |
| All | +408.4% | +279.6% | +128.8% | +44.4% |
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