+168.1%
FBT price history and return analytics
+221.4%
-53.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | -0.8% | +1.0% | -1.8% | -1.7% |
| 30D | +3.8% | -0.2% | +4.1% | +4.1% |
| 3M | +20.2% | +4.5% | +15.6% | +15.0% |
| 6M | +34.3% | +14.1% | +20.2% | +18.3% |
| YTD | +28.7% | +14.8% | +13.9% | +12.7% |
| 1Y | +50.2% | +21.2% | +29.0% | +25.1% |
| 3Y | +76.0% | +76.6% | -0.5% | +2.8% |
| 5Y | +57.3% | +66.6% | -9.2% | -3.2% |
| 10Y | +168.1% | +222.3% | -54.2% | -18.0% |
| All | +168.1% | +221.4% | -53.3% | -18.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling