+1,148.9%
FBIZ vs VT
+374.2%
+774.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.8% | +0.4% | +2.3% | +2.6% |
| 30D | +1.8% | +1.0% | +0.9% | +1.4% |
| 3M | +26.8% | +2.4% | +24.4% | +25.3% |
| 6M | +34.2% | +12.0% | +22.2% | +27.7% |
| YTD | +36.4% | +15.3% | +21.0% | +28.1% |
| 1Y | +42.4% | +22.6% | +19.8% | +30.4% |
| 3Y | +139.7% | +74.7% | +65.0% | +91.6% |
| 5Y | +194.2% | +66.1% | +128.1% | +138.1% |
| 10Y | +309.3% | +225.0% | +84.3% | +179.1% |
| All | +1,148.9% | +374.2% | +774.8% | +869.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling