+43.3%
FBK price history and return analytics
+65.7%
-22.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.7% |
| 7D | -2.8% | -0.1% | -2.7% | -2.6% |
| 30D | -9.6% | -0.7% | -9.0% | -9.0% |
| 3M | +2.3% | +4.0% | -1.7% | -2.2% |
| 6M | +7.4% | +12.3% | -4.8% | -5.7% |
| YTD | -0.9% | +14.0% | -14.9% | -14.5% |
| 1Y | +4.9% | +20.3% | -15.4% | -14.8% |
| 3Y | +94.8% | +75.4% | +19.3% | +7.6% |
| 5Y | +43.3% | +66.0% | -22.7% | -15.7% |
| All | +43.3% | +65.7% | -22.4% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling