+1,189.9%
FBIZ price history and return analytics
+355.4%
+834.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | +8.4% | -3.1% | +11.5% | +9.8% |
| 3M | +7.3% | -3.5% | +10.8% | +8.9% |
| 6M | +33.6% | +0.5% | +33.1% | +33.0% |
| YTD | +40.8% | +10.8% | +30.1% | +34.5% |
| 1Y | +47.8% | +11.9% | +35.9% | +40.5% |
| 3Y | +147.4% | +73.0% | +74.4% | +98.6% |
| 5Y | +173.1% | +58.6% | +114.5% | +125.2% |
| 10Y | +370.1% | +219.2% | +150.9% | +225.1% |
| All | +1,189.9% | +355.4% | +834.5% | +917.6% |
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