-7.0%
FBIN vs VT
+224.5%
-231.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.2% | +2.2% |
| 7D | -5.3% | +0.4% | -5.7% | -5.8% |
| 30D | -17.1% | +1.0% | -18.1% | -18.1% |
| 3M | +10.3% | +2.4% | +7.9% | +7.0% |
| 6M | -14.1% | +12.0% | -26.1% | -25.7% |
| YTD | -12.3% | +15.3% | -27.6% | -27.2% |
| 1Y | -25.3% | +22.6% | -47.8% | -42.8% |
| 3Y | -35.3% | +74.7% | -110.0% | -68.6% |
| 5Y | -44.2% | +66.1% | -110.4% | -70.6% |
| All | -7.0% | +224.5% | -231.5% | -78.1% |
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