+1,193.2%
FBIZ price history and return analytics
+357.8%
+835.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | +0.7% | +2.9% | -2.2% | -0.5% |
| 30D | +7.8% | -2.5% | +10.3% | +8.9% |
| 3M | +6.5% | -3.3% | +9.8% | +7.9% |
| 6M | +37.7% | +1.5% | +36.2% | +36.5% |
| YTD | +41.2% | +11.4% | +29.9% | +34.5% |
| 1Y | +46.6% | +11.9% | +34.7% | +39.4% |
| 3Y | +148.0% | +73.9% | +74.1% | +98.6% |
| 5Y | +174.3% | +57.9% | +116.4% | +126.4% |
| 10Y | +374.3% | +222.6% | +151.6% | +227.1% |
| All | +1,193.2% | +357.8% | +835.4% | +917.9% |
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