+71.2%
VUG vs FBTC
+62.5%
+8.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | +0.9% | +1.5% | -0.7% | +0.6% |
| 30D | -1.4% | +20.7% | -22.1% | -4.6% |
| 3M | +2.3% | +23.7% | -21.3% | -1.5% |
| 6M | +15.7% | +15.0% | +0.7% | +12.6% |
| YTD | +8.6% | -10.5% | +19.1% | +9.4% |
| 1Y | +14.1% | -30.3% | +44.3% | +19.1% |
| All | +71.2% | +62.5% | +8.7% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 3y: compounded portfolio wealth divided by compounded FBTC 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…
3y analysis · Full analysis span regression · 6 months rolling