+1,133.2%
FBT price history and return analytics
+374.2%
+759.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.5% | +0.4% | +1.0% | +1.1% |
| 30D | +8.8% | +1.0% | +7.8% | +7.9% |
| 3M | +20.0% | +2.4% | +17.6% | +17.4% |
| 6M | +32.4% | +12.0% | +20.4% | +20.1% |
| YTD | +31.2% | +15.3% | +15.9% | +16.1% |
| 1Y | +55.0% | +22.6% | +32.4% | +30.4% |
| 3Y | +75.0% | +74.7% | +0.3% | +9.5% |
| 5Y | +57.7% | +66.1% | -8.4% | +2.9% |
| 10Y | +187.6% | +225.0% | -37.4% | +9.4% |
| All | +1,133.2% | +374.2% | +759.0% | +238.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling