-42.9%
FBIN vs VT
+57.0%
-99.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.4% |
| 7D | -0.1% | +2.4% | -2.4% | -3.1% |
| 30D | +23.8% | -1.5% | +25.3% | +26.0% |
| 3M | -0.2% | -4.1% | +3.9% | +5.6% |
| 6M | +36.0% | +0.6% | +35.5% | +35.0% |
| YTD | -2.2% | +11.0% | -13.2% | -15.4% |
| 1Y | +0.7% | +13.3% | -12.7% | -15.3% |
| 3Y | -15.4% | +73.4% | -88.8% | -60.3% |
| All | -42.9% | +57.0% | -99.9% | -69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling