-51.1%
FIS vs VEU
+17.0%
-68.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +2.0% | -25.6% | -23.2% |
| 7D | -18.4% | +0.2% | -18.6% | -18.1% |
| 30D | -11.4% | -2.1% | -9.3% | -11.1% |
| 3M | -32.0% | -2.7% | -29.3% | -31.7% |
| 6M | -35.6% | +3.2% | -38.8% | -35.7% |
| YTD | -53.8% | +12.6% | -66.4% | -56.0% |
| 1Y | -51.1% | +17.1% | -68.2% | -55.0% |
| All | -51.1% | +17.0% | -68.1% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling