+175.8%
FBIZ vs VT
+53.2%
+122.6%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -0.4% |
| 7D | +1.5% | -4.2% | +5.7% | +4.4% |
| 30D | +5.9% | -5.8% | +11.7% | +10.1% |
| 3M | +4.7% | -5.2% | +9.9% | +8.4% |
| 6M | +34.0% | +0.1% | +33.9% | +33.1% |
| YTD | +40.2% | +8.2% | +32.0% | +31.3% |
| 1Y | +47.5% | +10.1% | +37.3% | +36.4% |
| 3Y | +142.3% | +69.7% | +72.6% | +70.4% |
| 5Y | +175.8% | +53.4% | +122.4% | +92.5% |
| All | +175.8% | +53.2% | +122.6% | +92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling