+60.6%
FIBK price history and return analytics
+221.8%
-161.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +0.3% | +2.4% | -2.0% | -2.0% |
| 30D | +11.7% | -1.5% | +13.2% | +13.3% |
| 3M | -1.1% | -4.1% | +3.0% | +2.9% |
| 6M | +14.0% | +0.6% | +13.4% | +12.7% |
| YTD | +15.2% | +11.0% | +4.2% | +2.8% |
| 1Y | +26.9% | +13.3% | +13.5% | +10.9% |
| 3Y | +93.6% | +73.4% | +20.2% | +12.7% |
| 5Y | +17.5% | +57.4% | -40.0% | -24.9% |
| All | +60.6% | +221.8% | -161.2% | -54.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling