+41.7%
FBLA vs VT
+34.9%
+6.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | -0.4% | +2.4% | -2.7% | -1.4% |
| 30D | -0.4% | -1.5% | +1.1% | +0.2% |
| 3M | +6.9% | -4.1% | +11.1% | +8.8% |
| 6M | +20.0% | +0.6% | +19.4% | +19.3% |
| YTD | +30.7% | +11.0% | +19.7% | +23.0% |
| 1Y | +37.1% | +13.3% | +23.8% | +27.4% |
| All | +41.7% | +34.9% | +6.8% | +18.4% |
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