+115.0%
FXD price history and return analytics
+222.7%
-107.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.4% |
| 7D | -1.3% | +2.9% | -4.2% | -4.5% |
| 30D | +7.4% | -2.5% | +9.9% | +10.5% |
| 3M | -0.4% | -3.3% | +3.0% | +3.4% |
| 6M | +9.2% | +1.5% | +7.7% | +6.6% |
| YTD | +3.1% | +11.4% | -8.2% | -9.9% |
| 1Y | +5.6% | +11.9% | -6.3% | -8.3% |
| 3Y | +44.0% | +73.9% | -29.9% | -25.6% |
| 5Y | +13.2% | +57.9% | -44.7% | -33.9% |
| All | +115.0% | +222.7% | -107.7% | -42.9% |
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 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