+58.1%
FBY price history and return analytics
+65.0%
-6.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +1.8% |
| 7D | +6.2% | +0.4% | +5.8% | +5.7% |
| 30D | -9.1% | -2.6% | -6.6% | -6.5% |
| 3M | +4.5% | -3.2% | +7.7% | +8.3% |
| 6M | +0.7% | +0.9% | -0.3% | -0.5% |
| YTD | -7.2% | +11.3% | -18.5% | -17.8% |
| 1Y | -3.8% | +14.0% | -17.8% | -17.1% |
| 3Y | +52.6% | +75.8% | -23.3% | -18.3% |
| All | +58.1% | +65.0% | -6.8% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling