-94.7%
FBIO vs VT
+223.7%
-318.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.6% | +5.0% | +3.9% |
| 7D | +3.1% | +0.4% | +2.7% | +2.8% |
| 30D | -7.0% | -2.6% | -4.4% | -3.3% |
| 3M | -25.5% | -3.2% | -22.2% | -21.8% |
| 6M | -16.7% | +0.9% | -17.7% | -18.2% |
| YTD | -45.6% | +11.3% | -56.9% | -53.3% |
| 1Y | -23.8% | +14.0% | -37.8% | -36.6% |
| 3Y | -4.3% | +75.8% | -80.2% | -58.7% |
| 5Y | -96.3% | +57.8% | -154.1% | -98.0% |
| 10Y | -94.7% | +219.8% | -314.5% | -99.1% |
| All | -94.7% | +223.7% | -318.4% | -99.1% |
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