+589.5%
FBNC price history and return analytics
+364.8%
+224.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.9% |
| 7D | +0.5% | -2.0% | +2.5% | +2.9% |
| 30D | -0.8% | -1.4% | +0.6% | +0.8% |
| 3M | +6.8% | +4.7% | +2.1% | +0.8% |
| 6M | +17.5% | +11.4% | +6.1% | +2.8% |
| YTD | +28.4% | +13.1% | +15.3% | +10.2% |
| 1Y | +20.2% | +19.0% | +1.1% | -3.0% |
| 3Y | +148.9% | +73.9% | +75.0% | +29.5% |
| 5Y | +80.5% | +65.4% | +15.1% | -1.8% |
| 10Y | +297.7% | +225.4% | +72.3% | -2.9% |
| All | +589.5% | +364.8% | +224.7% | +22.3% |
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