-38.8%
FIS vs VEU
+70.2%
-109.0%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.2% | +4.2% |
| 7D | +2.8% | +2.1% | +0.7% | +2.2% |
| 30D | -16.7% | -0.9% | -15.8% | -16.6% |
| 3M | -32.3% | -5.4% | -26.9% | -31.0% |
| 6M | -29.1% | -1.8% | -27.3% | -29.1% |
| YTD | -54.1% | +10.9% | -65.1% | -57.7% |
| 1Y | -53.7% | +13.6% | -67.3% | -58.1% |
| 3Y | -38.8% | +69.3% | -108.1% | -61.5% |
| All | -38.8% | +70.2% | -109.0% | -61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling