-99.8%
FBLG vs VT
+53.1%
-152.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +5.4% | -2.3% | +7.7% | +6.2% |
| 30D | -14.0% | -5.0% | -9.1% | -12.5% |
| 3M | -3.9% | -4.9% | +1.0% | -2.4% |
| 6M | -24.0% | -1.5% | -22.5% | -23.8% |
| YTD | -78.2% | +8.5% | -86.7% | -78.8% |
| 1Y | -85.4% | +11.4% | -96.7% | -86.0% |
| All | -99.8% | +53.1% | -152.9% | -99.1% |
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