+33.6%
FBT price history and return analytics
+11.9%
+21.7%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | +2.2% | +2.9% | -0.7% | -0.1% |
| 30D | +4.4% | -2.5% | +6.9% | +6.5% |
| 3M | +4.7% | -3.3% | +8.0% | +7.5% |
| 6M | +27.5% | +1.5% | +25.9% | +25.2% |
| YTD | +31.3% | +11.4% | +19.9% | +17.3% |
| 1Y | +33.6% | +11.9% | +21.7% | +18.8% |
| All | +33.6% | +11.9% | +21.7% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling