+174.6%
FBCG vs VT
+123.0%
+51.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.2% |
| 7D | -4.1% | -2.3% | -1.8% | -0.8% |
| 30D | -13.3% | -5.0% | -8.4% | -6.6% |
| 3M | -9.9% | -4.9% | -5.0% | -3.0% |
| 6M | -7.5% | -1.5% | -6.0% | -5.1% |
| YTD | +2.1% | +8.5% | -6.4% | -8.8% |
| 1Y | +3.7% | +11.4% | -7.7% | -10.8% |
| 3Y | +87.5% | +70.1% | +17.4% | -10.6% |
| 5Y | +54.4% | +53.7% | +0.6% | -13.3% |
| All | +174.6% | +123.0% | +51.6% | 0.0% |
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