+124.8%
FXD price history and return analytics
+217.6%
-92.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.1% |
| 7D | +3.6% | -0.1% | +3.8% | +3.8% |
| 30D | +10.1% | -3.1% | +13.1% | +14.0% |
| 3M | +1.1% | -3.5% | +4.6% | +5.2% |
| 6M | +8.3% | +0.5% | +7.9% | +7.0% |
| YTD | +5.5% | +10.8% | -5.3% | -7.3% |
| 1Y | +9.2% | +11.9% | -2.7% | -5.1% |
| 3Y | +47.3% | +73.0% | -25.7% | -23.4% |
| 5Y | +17.4% | +58.6% | -41.3% | -31.8% |
| 10Y | +124.8% | +219.2% | -94.3% | -38.2% |
| All | +124.8% | +217.6% | -92.8% | -38.2% |
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