+135.5%
FBIOP vs VT
+12.5%
+123.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.8% | +1.6% |
| 7D | +5.0% | -0.1% | +5.2% | +4.9% |
| 30D | -12.2% | -3.1% | -9.2% | -10.9% |
| 3M | -19.4% | -3.5% | -15.9% | -18.0% |
| 6M | +16.0% | +0.5% | +15.5% | +15.7% |
| YTD | +65.0% | +10.8% | +54.2% | +50.3% |
| 1Y | +135.5% | +11.9% | +123.6% | +112.4% |
| All | +135.5% | +12.5% | +123.0% | +112.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling