+1,156.6%
FBT vs VT
+356.1%
+800.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +0.9% | -1.6% | +2.5% | +2.2% |
| 30D | +3.6% | -2.5% | +6.1% | +5.8% |
| 3M | +12.5% | -1.3% | +13.8% | +13.7% |
| 6M | +34.3% | +3.1% | +31.2% | +30.5% |
| YTD | +33.7% | +10.9% | +22.7% | +22.2% |
| 1Y | +43.6% | +12.1% | +31.6% | +30.2% |
| 3Y | +98.1% | +73.9% | +24.2% | +24.4% |
| 5Y | +65.9% | +58.0% | +7.9% | +12.8% |
| 10Y | +236.7% | +225.5% | +11.3% | +28.1% |
| All | +1,156.6% | +356.1% | +800.6% | +256.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling