+141.6%
FVD price history and return analytics
+224.4%
-82.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.7% |
| 7D | -0.5% | -0.7% | +0.2% | -0.1% |
| 30D | +8.0% | -1.7% | +9.8% | +9.2% |
| 3M | +3.0% | -2.3% | +5.3% | +4.5% |
| 6M | +11.6% | +1.5% | +10.1% | +9.5% |
| YTD | +14.4% | +12.0% | +2.3% | +3.7% |
| 1Y | +15.0% | +12.9% | +2.2% | +3.6% |
| 3Y | +48.1% | +74.9% | -26.8% | -7.1% |
| 5Y | +39.5% | +59.9% | -20.4% | -6.6% |
| 10Y | +141.6% | +224.6% | -83.1% | -12.0% |
| All | +141.6% | +224.4% | -82.8% | -12.0% |
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