+462.1%
FXD price history and return analytics
+357.8%
+104.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.6% |
| 7D | -1.3% | +2.9% | -4.2% | -3.9% |
| 30D | +7.4% | -2.5% | +9.9% | +9.9% |
| 3M | -0.4% | -3.3% | +3.0% | +2.8% |
| 6M | +9.2% | +1.5% | +7.7% | +7.2% |
| YTD | +3.1% | +11.4% | -8.2% | -7.3% |
| 1Y | +5.6% | +11.9% | -6.3% | -5.5% |
| 3Y | +44.0% | +73.9% | -29.9% | -14.2% |
| 5Y | +13.2% | +57.9% | -44.7% | -25.3% |
| 10Y | +118.4% | +222.6% | -104.2% | -19.9% |
| All | +462.1% | +357.8% | +104.3% | +60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling