+79.6%
FBNC vs VT
+67.0%
+12.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.6% | +0.4% | +1.2% | +1.2% |
| 30D | +0.3% | +1.0% | -0.7% | -0.7% |
| 3M | +9.9% | +2.4% | +7.5% | +7.1% |
| 6M | +12.8% | +12.0% | +0.8% | +0.9% |
| YTD | +29.1% | +15.3% | +13.8% | +12.1% |
| 1Y | +19.1% | +22.6% | -3.5% | -2.6% |
| 3Y | +127.1% | +74.7% | +52.5% | +34.7% |
| All | +79.6% | +67.0% | +12.6% | +13.7% |
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 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