-96.6%
FBIO vs VT
+53.4%
-150.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.2% |
| 7D | -3.6% | -2.3% | -1.3% | -0.5% |
| 30D | -9.3% | -5.0% | -4.4% | -2.8% |
| 3M | -33.2% | -4.9% | -28.3% | -28.6% |
| 6M | -27.5% | -1.5% | -25.9% | -26.3% |
| YTD | -49.5% | +8.5% | -57.9% | -54.8% |
| 1Y | -26.6% | +11.4% | -38.0% | -36.6% |
| 3Y | -22.3% | +70.1% | -92.3% | -64.8% |
| All | -96.6% | +53.4% | -150.0% | -97.9% |
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