-98.4%
FBIO vs VT
+416.9%
-515.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.8% | +0.4% | -2.3% | -2.4% |
| 30D | -2.5% | +1.0% | -3.5% | -3.8% |
| 3M | -1.8% | +2.4% | -4.2% | -5.1% |
| 6M | -12.3% | +12.0% | -24.3% | -25.2% |
| YTD | -25.7% | +15.3% | -41.0% | -38.5% |
| 1Y | -4.2% | +22.6% | -26.8% | -27.0% |
| 3Y | -54.7% | +74.7% | -129.3% | -78.7% |
| 5Y | -94.6% | +66.1% | -160.8% | -97.2% |
| 10Y | -93.4% | +225.0% | -318.4% | -98.4% |
| All | -98.4% | +416.9% | -515.2% | -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