+209.6%
FCBC vs VT
+215.5%
-5.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | -3.1% | -2.3% | -0.8% | -1.0% |
| 30D | -4.3% | -5.0% | +0.6% | +0.1% |
| 3M | -5.7% | -4.9% | -0.8% | -1.5% |
| 6M | +6.8% | -1.5% | +8.4% | +7.4% |
| YTD | +42.1% | +8.5% | +33.6% | +29.3% |
| 1Y | +47.7% | +11.4% | +36.3% | +30.9% |
| 3Y | +58.7% | +70.1% | -11.4% | -7.5% |
| 5Y | +66.4% | +53.7% | +12.7% | +6.7% |
| All | +209.6% | +215.5% | -5.9% | +2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling