+221.5%
FNDF price history and return analytics
+294.3%
-72.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.6% | +0.4% | +1.1% | +1.2% |
| 30D | +3.1% | +1.0% | +2.1% | +2.1% |
| 3M | +3.5% | +2.4% | +1.2% | +1.3% |
| 6M | +12.6% | +12.0% | +0.6% | +1.2% |
| YTD | +25.3% | +15.3% | +9.9% | +9.5% |
| 1Y | +38.8% | +22.6% | +16.2% | +14.4% |
| 3Y | +92.2% | +74.7% | +17.5% | +12.2% |
| 5Y | +98.3% | +66.1% | +32.1% | +20.9% |
| 10Y | +205.9% | +225.0% | -19.1% | -7.3% |
| All | +221.5% | +294.3% | -72.8% | -20.9% |
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