-40.5%
FBIN vs VT
+53.4%
-93.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +1.9% |
| 7D | +7.4% | -2.3% | +9.8% | +10.7% |
| 30D | +24.8% | -5.0% | +29.8% | +33.3% |
| 3M | -4.0% | -4.9% | +0.9% | +2.6% |
| 6M | +22.0% | -1.5% | +23.5% | +24.4% |
| YTD | -2.2% | +8.5% | -10.6% | -12.7% |
| 1Y | -0.3% | +11.4% | -11.7% | -14.3% |
| 3Y | -16.4% | +70.1% | -86.5% | -59.8% |
| All | -40.5% | +53.4% | -93.9% | -66.5% |
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