-17.9%
FBIOP vs VT
+53.2%
-71.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.3% | +1.7% |
| 7D | -3.5% | -4.2% | +0.6% | -2.1% |
| 30D | -19.1% | -5.8% | -13.3% | -17.4% |
| 3M | -21.6% | -5.2% | -16.3% | -20.1% |
| 6M | +5.4% | +0.1% | +5.3% | +5.3% |
| YTD | +58.5% | +8.2% | +50.2% | +54.0% |
| 1Y | +119.6% | +10.1% | +109.4% | +112.2% |
| 3Y | +61.9% | +69.7% | -7.7% | +31.4% |
| 5Y | -17.9% | +53.4% | -71.3% | -33.4% |
| All | -17.9% | +53.2% | -71.1% | -33.4% |
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 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