-4.0%
FBDC vs VT
+28.3%
-32.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.2% | +0.4% | -0.6% | -0.4% |
| 30D | +3.6% | +1.0% | +2.6% | +3.0% |
| 3M | +5.9% | +2.4% | +3.6% | +4.6% |
| 6M | +7.6% | +12.0% | -4.4% | +0.4% |
| YTD | -1.6% | +15.3% | -17.0% | -9.9% |
| 1Y | -6.8% | +22.6% | -29.4% | -17.8% |
| All | -4.0% | +28.3% | -32.4% | -17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling