-5.3%
FBDC price history and return analytics
+27.7%
-32.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | -1.3% | +1.0% | -2.3% | -1.8% |
| 30D | -2.1% | -0.2% | -1.9% | -2.0% |
| 3M | +6.7% | +4.5% | +2.1% | +3.9% |
| 6M | +8.0% | +14.1% | -6.1% | -0.4% |
| YTD | -2.9% | +14.8% | -17.7% | -10.8% |
| 1Y | -8.0% | +21.2% | -29.2% | -18.2% |
| All | -5.3% | +27.7% | -32.9% | -18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling