+1,215.0%
FBIZ vs VT
+356.1%
+858.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +5.4% | -1.6% | +7.0% | +6.0% |
| 30D | +8.1% | -2.5% | +10.6% | +9.2% |
| 3M | +6.7% | -1.3% | +8.0% | +7.2% |
| 6M | +37.1% | +3.1% | +34.0% | +35.0% |
| YTD | +43.6% | +10.9% | +32.6% | +37.0% |
| 1Y | +54.3% | +12.1% | +42.2% | +46.6% |
| 3Y | +148.1% | +73.9% | +74.2% | +98.7% |
| 5Y | +181.7% | +58.0% | +123.7% | +132.6% |
| 10Y | +420.6% | +225.5% | +195.2% | +259.1% |
| All | +1,215.0% | +356.1% | +858.9% | +936.7% |
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