+135.0%
FBCV price history and return analytics
+128.9%
+6.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | -0.2% | +2.9% | -3.0% | -2.2% |
| 30D | +4.1% | -2.5% | +6.7% | +6.0% |
| 3M | +3.7% | -3.3% | +7.0% | +6.2% |
| 6M | +14.6% | +1.5% | +13.1% | +12.8% |
| YTD | +24.5% | +11.4% | +13.2% | +14.1% |
| 1Y | +28.5% | +11.9% | +16.5% | +17.3% |
| 3Y | +71.3% | +73.9% | -2.6% | +10.3% |
| 5Y | +67.2% | +57.9% | +9.3% | +16.5% |
| All | +135.0% | +128.9% | +6.0% | +13.2% |
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