-49.5%
FBYD price history and return analytics
+69.7%
-119.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.9% |
| 7D | -0.9% | -2.3% | +1.4% | +1.2% |
| 30D | -20.7% | -5.0% | -15.8% | -17.7% |
| 3M | -30.3% | -4.9% | -25.4% | -27.6% |
| 6M | -42.9% | -1.5% | -41.4% | -41.9% |
| YTD | -54.4% | +8.5% | -62.8% | -56.4% |
| 1Y | -48.9% | +11.4% | -60.3% | -51.8% |
| 3Y | -49.5% | +70.1% | -119.6% | -70.4% |
| All | -49.5% | +69.7% | -119.3% | -70.4% |
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 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