+19.0%
FIBK price history and return analytics
+66.2%
-47.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | +2.5% | +1.0% | +1.5% | +1.5% |
| 30D | -0.8% | -0.2% | -0.6% | -0.6% |
| 3M | +5.9% | +4.5% | +1.4% | +1.1% |
| 6M | +11.6% | +14.1% | -2.4% | -2.5% |
| YTD | +11.7% | +14.8% | -3.1% | -3.0% |
| 1Y | +19.3% | +21.2% | -1.9% | -1.8% |
| 3Y | +79.2% | +76.6% | +2.6% | +6.4% |
| 5Y | +19.0% | +66.6% | -47.6% | -24.7% |
| All | +19.0% | +66.2% | -47.2% | -24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling