+152.2%
FTDR price history and return analytics
+76.6%
+75.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | +1.9% | +1.0% | +0.9% | +1.0% |
| 30D | -10.8% | -0.2% | -10.5% | -10.6% |
| 3M | +27.6% | +4.5% | +23.1% | +22.5% |
| 6M | +21.7% | +14.1% | +7.6% | +7.6% |
| YTD | +40.5% | +14.8% | +25.7% | +22.9% |
| 1Y | +24.2% | +21.2% | +3.0% | +3.0% |
| 3Y | +152.2% | +76.6% | +75.7% | +36.4% |
| All | +152.2% | +76.6% | +75.6% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling