+102.3%
FBT price history and return analytics
+74.4%
+27.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -1.6% | -0.1% | -1.5% | -1.4% |
| 30D | +2.3% | -3.1% | +5.4% | +5.2% |
| 3M | +5.1% | -3.5% | +8.6% | +8.4% |
| 6M | +29.6% | +0.5% | +29.1% | +28.6% |
| YTD | +31.5% | +10.8% | +20.7% | +18.9% |
| 1Y | +38.2% | +11.9% | +26.3% | +23.8% |
| 3Y | +102.3% | +73.0% | +29.3% | +12.9% |
| All | +102.3% | +74.4% | +27.8% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling