+170.4%
FBT price history and return analytics
+222.7%
-52.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | +2.2% | +2.9% | -0.7% | -0.5% |
| 30D | +4.4% | -2.5% | +6.9% | +6.9% |
| 3M | +4.7% | -3.3% | +8.0% | +8.0% |
| 6M | +27.5% | +1.5% | +25.9% | +25.3% |
| YTD | +31.3% | +11.4% | +19.9% | +18.4% |
| 1Y | +33.6% | +11.9% | +21.7% | +19.9% |
| 3Y | +101.9% | +73.9% | +28.1% | +20.1% |
| 5Y | +73.3% | +57.9% | +15.4% | +12.5% |
| All | +170.4% | +222.7% | -52.3% | -13.3% |
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 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