+51.7%
FBTC vs VIG
+54.9%
-3.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -6.3% | +3.1% | -9.3% | -9.9% |
| 30D | -14.3% | +5.0% | -19.3% | -19.6% |
| 3M | +12.6% | +2.7% | +9.9% | +8.7% |
| 6M | -11.8% | +11.0% | -22.8% | -23.2% |
| YTD | -18.6% | +16.0% | -34.6% | -32.7% |
| 1Y | -29.9% | +16.3% | -46.2% | -42.2% |
| All | +51.7% | +54.9% | -3.2% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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