-5.6%
FBDC price history and return analytics
+23.3%
-28.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | +1.1% | -0.1% | +1.3% | +1.1% |
| 30D | +4.3% | -3.1% | +7.4% | +5.9% |
| 3M | -1.8% | -3.5% | +1.7% | 0.0% |
| 6M | +2.2% | +0.5% | +1.8% | +1.7% |
| YTD | -3.3% | +10.8% | -14.0% | -9.5% |
| 1Y | -0.2% | +11.9% | -12.1% | -7.4% |
| All | -5.6% | +23.3% | -28.9% | -17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling