+146.0%
FBIZ vs VOO
+75.5%
+70.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.2% |
| 7D | -1.6% | -2.7% | +1.1% | +0.4% |
| 30D | +5.8% | -5.4% | +11.2% | +10.3% |
| 3M | +3.5% | -4.1% | +7.6% | +6.6% |
| 6M | +32.2% | +0.7% | +31.5% | +30.4% |
| YTD | +38.9% | +8.7% | +30.2% | +28.1% |
| 1Y | +47.6% | +11.0% | +36.6% | +33.5% |
| 3Y | +146.0% | +75.5% | +70.5% | +29.2% |
| All | +146.0% | +75.5% | +70.5% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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