+87.9%
FNDF price history and return analytics
+57.9%
+30.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.7% | -1.6% | +0.9% | +0.7% |
| 30D | -0.4% | -2.5% | +2.1% | +1.8% |
| 3M | -0.9% | -1.3% | +0.4% | +0.2% |
| 6M | +4.1% | +3.1% | +1.0% | +1.4% |
| YTD | +19.3% | +10.9% | +8.3% | +9.1% |
| 1Y | +25.9% | +12.1% | +13.8% | +14.2% |
| 3Y | +85.9% | +73.9% | +12.0% | +15.3% |
| All | +87.9% | +57.9% | +30.0% | +25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling