+170.2%
FBT price history and return analytics
+221.8%
-51.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +1.8% | +2.4% | -0.5% | -0.3% |
| 30D | +3.1% | -1.5% | +4.6% | +4.6% |
| 3M | +5.8% | -4.1% | +10.0% | +10.0% |
| 6M | +27.5% | +0.6% | +26.9% | +26.4% |
| YTD | +31.2% | +11.0% | +20.2% | +18.6% |
| 1Y | +35.7% | +13.3% | +22.4% | +20.3% |
| 3Y | +102.0% | +73.4% | +28.6% | +20.4% |
| 5Y | +73.2% | +57.4% | +15.8% | +12.7% |
| All | +170.2% | +221.8% | -51.5% | -13.1% |
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