+47.5%
FBIZ vs VT
+10.7%
+36.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -1.7% |
| 7D | +1.5% | -4.2% | +5.7% | +3.0% |
| 30D | +5.9% | -5.8% | +11.7% | +8.1% |
| 3M | +4.7% | -5.2% | +9.9% | +6.6% |
| 6M | +34.0% | +0.1% | +33.9% | +33.1% |
| YTD | +40.2% | +8.2% | +32.0% | +33.7% |
| 1Y | +47.5% | +10.1% | +37.3% | +38.8% |
| All | +47.5% | +10.7% | +36.8% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling