-55.5%
FIS vs VEU
+12.6%
-68.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.3% | -6.3% |
| 7D | -3.5% | +2.4% | -5.9% | -3.0% |
| 30D | -19.4% | -2.0% | -17.4% | -19.3% |
| 3M | -31.6% | -5.1% | -26.4% | -31.6% |
| 6M | -32.5% | -0.7% | -31.8% | -32.4% |
| YTD | -56.0% | +11.0% | -67.0% | -58.0% |
| 1Y | -55.5% | +12.4% | -67.9% | -57.9% |
| All | -55.5% | +12.6% | -68.2% | -57.9% |
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