+28.2%
FBIN vs VT
+223.7%
-195.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.6% | +4.8% | +3.9% |
| 7D | +10.9% | +0.4% | +10.5% | +10.3% |
| 30D | +32.4% | -2.6% | +35.0% | +36.7% |
| 3M | +2.3% | -3.2% | +5.5% | +6.7% |
| 6M | +37.7% | +0.9% | +36.8% | +36.1% |
| YTD | +5.1% | +11.3% | -6.2% | -8.7% |
| 1Y | +6.3% | +14.0% | -7.7% | -10.5% |
| 3Y | -9.5% | +75.8% | -85.3% | -56.7% |
| 5Y | -37.3% | +57.8% | -95.1% | -64.8% |
| 10Y | +28.2% | +219.8% | -191.6% | -69.3% |
| All | +28.2% | +223.7% | -195.4% | -69.3% |
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