+171.2%
FSBC price history and return analytics
+77.9%
+93.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +2.9% | +0.4% | +2.5% | +2.6% |
| 30D | +0.5% | +1.0% | -0.5% | -0.3% |
| 3M | +9.4% | +2.4% | +7.1% | +7.0% |
| 6M | +21.5% | +12.0% | +9.5% | +10.0% |
| YTD | +33.6% | +15.3% | +18.3% | +17.9% |
| 1Y | +45.3% | +22.6% | +22.7% | +21.5% |
| 3Y | +130.8% | +74.7% | +56.1% | +44.6% |
| 5Y | +127.1% | +66.1% | +61.0% | +49.3% |
| All | +171.2% | +77.9% | +93.3% | +66.6% |
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