+57.5%
FAB price history and return analytics
+57.5%
0.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | +6.8% | -3.1% | +9.9% | +9.7% |
| 3M | +1.3% | -3.5% | +4.8% | +4.4% |
| 6M | +10.9% | +0.5% | +10.4% | +9.5% |
| YTD | +22.1% | +10.8% | +11.3% | +9.3% |
| 1Y | +27.1% | +11.9% | +15.2% | +12.6% |
| 3Y | +66.8% | +73.0% | -6.1% | -4.8% |
| 5Y | +57.5% | +58.6% | -1.1% | -4.7% |
| All | +57.5% | +57.5% | 0.0% | -4.7% |
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