-87.1%
FBLG vs VT
+12.5%
-99.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -3.6% |
| 7D | -6.7% | -0.1% | -6.5% | -6.6% |
| 30D | -18.2% | -3.1% | -15.2% | -18.4% |
| 3M | -5.7% | -3.5% | -2.2% | -6.0% |
| 6M | -20.3% | +0.5% | -20.8% | -20.4% |
| YTD | -79.5% | +10.8% | -90.2% | -75.9% |
| 1Y | -87.1% | +11.9% | -99.0% | -84.7% |
| All | -87.1% | +12.5% | -99.5% | -84.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling