+129.7%
FBCV vs VT
+137.1%
-7.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.8% |
| 7D | -0.1% | +0.4% | -0.6% | -0.4% |
| 30D | +1.7% | +1.0% | +0.7% | +1.0% |
| 3M | +9.9% | +2.4% | +7.5% | +7.8% |
| 6M | +15.8% | +12.0% | +3.7% | +5.9% |
| YTD | +21.7% | +15.3% | +6.4% | +8.9% |
| 1Y | +30.1% | +22.6% | +7.5% | +11.0% |
| 3Y | +62.9% | +74.7% | -11.8% | +4.9% |
| 5Y | +65.6% | +66.1% | -0.6% | +10.9% |
| All | +129.7% | +137.1% | -7.4% | +8.0% |
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 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