+251.9%
FSBW price history and return analytics
+223.7%
+28.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -1.8% |
| 7D | -0.5% | +0.4% | -0.8% | -0.9% |
| 30D | -0.3% | -2.6% | +2.3% | +1.6% |
| 3M | +2.1% | -3.2% | +5.3% | +4.5% |
| 6M | +8.2% | +0.9% | +7.2% | +6.4% |
| YTD | +9.0% | +11.3% | -2.3% | -1.5% |
| 1Y | +9.3% | +14.0% | -4.7% | -3.2% |
| 3Y | +63.0% | +75.8% | -12.8% | +0.5% |
| 5Y | +46.0% | +57.8% | -11.9% | -2.0% |
| 10Y | +251.9% | +219.8% | +32.1% | +38.8% |
| All | +251.9% | +223.7% | +28.2% | +38.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling