+165.2%
FTDR price history and return analytics
+147.2%
+18.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.4% |
| 7D | -3.8% | -2.0% | -1.8% | -2.2% |
| 30D | -4.8% | -1.4% | -3.4% | -3.7% |
| 3M | +18.6% | +4.7% | +13.8% | +14.1% |
| 6M | +23.0% | +11.4% | +11.6% | +12.6% |
| YTD | +37.9% | +13.1% | +24.9% | +24.5% |
| 1Y | +25.6% | +19.0% | +6.6% | +8.7% |
| 3Y | +147.6% | +73.9% | +73.7% | +58.6% |
| 5Y | +75.5% | +65.4% | +10.1% | +16.1% |
| All | +165.2% | +147.2% | +18.0% | +64.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling