+195.3%
FBK price history and return analytics
+220.2%
-24.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +1.2% | +2.4% | -1.1% | -1.3% |
| 30D | +8.9% | -1.5% | +10.4% | +10.4% |
| 3M | -11.7% | -4.1% | -7.5% | -7.8% |
| 6M | +7.2% | +0.6% | +6.6% | +5.6% |
| YTD | -0.6% | +11.0% | -11.7% | -12.8% |
| 1Y | +1.5% | +13.3% | -11.8% | -12.9% |
| 3Y | +84.9% | +73.4% | +11.5% | -0.5% |
| 5Y | +26.9% | +57.4% | -30.5% | -23.7% |
| 10Y | +175.4% | +221.7% | -46.3% | -17.7% |
| All | +195.3% | +220.2% | -24.9% | -11.6% |
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 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