+2,238.4%
FBIZ vs VOO
+795.4%
+1,443.0%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.5% |
| 7D | -1.9% | -0.6% | -1.3% | -1.5% |
| 30D | +8.4% | -3.6% | +12.1% | +11.1% |
| 3M | +7.3% | -2.7% | +10.0% | +9.2% |
| 6M | +33.6% | +2.2% | +31.3% | +31.0% |
| YTD | +40.8% | +10.9% | +30.0% | +30.5% |
| 1Y | +47.8% | +11.3% | +36.4% | +36.5% |
| 3Y | +147.4% | +76.9% | +70.5% | +67.8% |
| 5Y | +173.1% | +73.5% | +99.6% | +84.9% |
| 10Y | +370.1% | +307.7% | +62.4% | +104.6% |
| All | +2,238.4% | +795.4% | +1,443.0% | +967.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling