-22.6%
FBRT price history and return analytics
+74.2%
-96.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.6% |
| 7D | -9.4% | -1.1% | -8.3% | -8.6% |
| 30D | -3.4% | -1.0% | -2.4% | -2.6% |
| 3M | -3.3% | +3.2% | -6.5% | -5.6% |
| 6M | -10.1% | +12.5% | -22.5% | -18.3% |
| YTD | -18.6% | +14.1% | -32.6% | -26.8% |
| 1Y | -24.2% | +18.9% | -43.1% | -34.3% |
| 3Y | -22.6% | +74.1% | -96.7% | -55.0% |
| All | -22.6% | +74.2% | -96.8% | -55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling