-100.0%
FABC price history and return analytics
+222.7%
-322.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.1% |
| 7D | -3.5% | -0.1% | -3.4% | -3.4% |
| 30D | -6.8% | -0.7% | -6.2% | -6.1% |
| 3M | -35.9% | +4.0% | -39.9% | -38.6% |
| 6M | -3.2% | +12.3% | -15.5% | -15.3% |
| YTD | 0.0% | +14.0% | -14.0% | -13.7% |
| 1Y | -61.2% | +20.3% | -81.5% | -68.0% |
| 3Y | -96.0% | +75.4% | -171.5% | -98.0% |
| 5Y | -99.5% | +66.0% | -165.5% | -99.7% |
| 10Y | -100.0% | +228.2% | -328.2% | -100.0% |
| All | -100.0% | +222.7% | -322.7% | -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