-41.4%
FIS vs VEU
+155.6%
-197.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -2.7% |
| 7D | -9.1% | +0.3% | -9.4% | -9.3% |
| 30D | -10.4% | +0.7% | -11.1% | -11.0% |
| 3M | -3.7% | +4.7% | -8.4% | -8.3% |
| 6M | -24.8% | +11.6% | -36.4% | -33.3% |
| YTD | -41.6% | +16.8% | -58.4% | -50.6% |
| 1Y | -42.7% | +24.9% | -67.6% | -54.7% |
| 3Y | -26.2% | +75.7% | -102.0% | -58.8% |
| 5Y | -66.1% | +56.1% | -122.2% | -78.7% |
| All | -41.4% | +155.6% | -197.0% | -75.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling