+184.2%
FBT price history and return analytics
+223.7%
-39.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +0.4% |
| 7D | -0.1% | +0.4% | -0.5% | -0.4% |
| 30D | +3.1% | -2.6% | +5.7% | +5.6% |
| 3M | +6.9% | -3.2% | +10.1% | +10.2% |
| 6M | +30.5% | +0.9% | +29.6% | +28.9% |
| YTD | +32.4% | +11.3% | +21.1% | +19.4% |
| 1Y | +40.6% | +14.0% | +26.6% | +24.0% |
| 3Y | +103.4% | +75.8% | +27.5% | +19.6% |
| 5Y | +72.3% | +57.8% | +14.4% | +11.8% |
| 10Y | +184.2% | +219.8% | -35.6% | -5.2% |
| All | +184.2% | +223.7% | -39.5% | -5.2% |
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