+6.3%
FBIOP vs VT
+66.2%
-59.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.8% | +0.4% | +0.3% | +0.6% |
| 30D | -2.2% | +1.0% | -3.2% | -2.6% |
| 3M | -11.1% | +2.4% | -13.4% | -11.8% |
| 6M | +32.5% | +12.0% | +20.5% | +27.4% |
| YTD | +97.6% | +15.3% | +82.2% | +88.1% |
| 1Y | +114.5% | +22.6% | +91.9% | +100.4% |
| 3Y | +90.2% | +74.7% | +15.5% | +54.3% |
| All | +6.3% | +66.2% | -59.9% | -16.5% |
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