+36.5%
FBIOP vs VT
+163.9%
-127.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.2% |
| 7D | -5.5% | -0.3% | -5.2% | -5.3% |
| 30D | -17.1% | -1.4% | -15.7% | -16.5% |
| 3M | -20.7% | -1.4% | -19.3% | -20.1% |
| 6M | +6.5% | +5.5% | +1.1% | +3.7% |
| YTD | +58.1% | +12.8% | +45.2% | +48.7% |
| 1Y | +123.1% | +15.4% | +107.7% | +107.7% |
| 3Y | +61.5% | +76.9% | -15.4% | +18.7% |
| 5Y | -18.0% | +60.4% | -78.4% | -36.6% |
| All | +36.5% | +163.9% | -127.4% | -21.5% |
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 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