+578.4%
FBL vs VT
+89.7%
+488.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +13.4% | +0.4% | +13.0% | +12.2% |
| 30D | +7.8% | +1.0% | +6.9% | +5.4% |
| 3M | -10.7% | +2.4% | -13.0% | -16.0% |
| 6M | -26.1% | +12.0% | -38.1% | -45.6% |
| YTD | -27.3% | +15.3% | -42.6% | -50.6% |
| 1Y | -46.9% | +22.6% | -69.5% | -69.3% |
| 3Y | +95.1% | +74.7% | +20.4% | -50.7% |
| All | +578.4% | +89.7% | +488.7% | +38.4% |
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