+657.6%
FBL price history and return analytics
+87.5%
+570.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | -0.6% | +13.6% | +14.6% |
| 7D | +20.6% | -0.1% | +20.7% | +20.9% |
| 30D | +18.1% | -0.7% | +18.8% | +20.3% |
| 3M | +15.5% | +4.0% | +11.5% | +3.3% |
| 6M | -12.1% | +12.3% | -24.4% | -36.0% |
| YTD | -18.8% | +14.0% | -32.8% | -43.3% |
| 1Y | -43.3% | +20.3% | -63.6% | -65.6% |
| 3Y | +116.6% | +75.4% | +41.2% | -45.9% |
| All | +657.6% | +87.5% | +570.0% | +59.0% |
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