+65.1%
FBT vs VT
+53.2%
+11.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | -1.3% |
| 7D | -5.3% | -4.2% | -1.1% | -1.6% |
| 30D | +0.2% | -5.8% | +6.0% | +5.8% |
| 3M | +6.6% | -5.2% | +11.8% | +11.9% |
| 6M | +27.3% | +0.1% | +27.2% | +26.6% |
| YTD | +28.5% | +8.2% | +20.3% | +18.8% |
| 1Y | +35.3% | +10.1% | +25.2% | +23.2% |
| 3Y | +90.4% | +69.7% | +20.8% | +15.8% |
| 5Y | +65.1% | +53.4% | +11.7% | +7.9% |
| All | +65.1% | +53.2% | +11.9% | +7.9% |
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