-4.3%
FBIO vs VT
+74.1%
-78.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.6% | +5.0% | +4.8% |
| 7D | +3.1% | +0.4% | +2.7% | +2.9% |
| 30D | -7.0% | -2.6% | -4.4% | -4.2% |
| 3M | -25.5% | -3.2% | -22.2% | -22.7% |
| 6M | -16.7% | +0.9% | -17.7% | -17.6% |
| YTD | -45.6% | +11.3% | -56.9% | -51.1% |
| 1Y | -23.8% | +14.0% | -37.8% | -32.8% |
| 3Y | -4.3% | +75.8% | -80.2% | -36.6% |
| All | -4.3% | +74.1% | -78.4% | -36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling