-100.0%
FABC price history and return analytics
+224.4%
-324.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.1% | +6.1% | +5.6% |
| 7D | +1.1% | -0.7% | +1.8% | +2.9% |
| 30D | -18.0% | -1.7% | -16.2% | -15.4% |
| 3M | -35.7% | -2.3% | -33.4% | -33.2% |
| 6M | -56.5% | +1.5% | -58.0% | -56.3% |
| YTD | -27.3% | +12.0% | -39.4% | -35.4% |
| 1Y | -47.0% | +12.9% | -59.9% | -52.7% |
| 3Y | -92.6% | +74.9% | -167.5% | -96.2% |
| 5Y | -99.5% | +59.9% | -159.4% | -99.7% |
| 10Y | -100.0% | +224.6% | -324.6% | -100.0% |
| All | -100.0% | +224.4% | -324.3% | -100.0% |
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