-6.1%
FBDC vs VT
+20.4%
-26.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +0.9% |
| 7D | +0.6% | -4.2% | +4.8% | +2.8% |
| 30D | +3.5% | -5.8% | +9.3% | +6.7% |
| 3M | +1.4% | -5.2% | +6.6% | +4.2% |
| 6M | -1.8% | +0.1% | -1.9% | -2.4% |
| YTD | -3.7% | +8.2% | -12.0% | -8.8% |
| 1Y | -1.4% | +10.1% | -11.5% | -7.8% |
| All | -6.1% | +20.4% | -26.5% | -16.8% |
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