+144.2%
FNDE price history and return analytics
+280.5%
-136.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.9% |
| 7D | +0.5% | +0.4% | +0.1% | +0.1% |
| 30D | -4.6% | -2.6% | -2.0% | -2.2% |
| 3M | -2.0% | -3.2% | +1.2% | +1.0% |
| 6M | -1.3% | +0.9% | -2.2% | -2.3% |
| YTD | +13.8% | +11.3% | +2.4% | +2.5% |
| 1Y | +14.7% | +14.0% | +0.7% | +0.9% |
| 3Y | +79.4% | +75.8% | +3.5% | +2.8% |
| 5Y | +57.5% | +57.8% | -0.3% | -0.3% |
| 10Y | +144.2% | +219.8% | -75.6% | -31.1% |
| All | +144.2% | +280.5% | -136.3% | -43.7% |
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