-98.9%
FBIO vs VT
+385.0%
-483.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -4.1% | -2.5% | -1.2% |
| 7D | -8.0% | -4.2% | -3.8% | -2.5% |
| 30D | -10.2% | -5.8% | -4.4% | -2.8% |
| 3M | -34.1% | -5.2% | -28.8% | -29.2% |
| 6M | -25.2% | +0.1% | -25.3% | -25.6% |
| YTD | -49.7% | +8.2% | -58.0% | -54.7% |
| 1Y | -25.8% | +10.1% | -35.9% | -34.7% |
| 3Y | -17.9% | +69.7% | -87.5% | -60.3% |
| 5Y | -96.6% | +53.4% | -150.0% | -98.0% |
| 10Y | -94.0% | +219.2% | -313.2% | -98.5% |
| All | -98.9% | +385.0% | -483.9% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling