+59.9%
FIS vs VEU
+174.2%
-114.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.2% | +4.2% |
| 7D | +2.8% | +2.1% | +0.7% | +1.2% |
| 30D | -16.7% | -0.9% | -15.8% | -16.7% |
| 3M | -32.3% | -5.4% | -26.9% | -30.0% |
| 6M | -29.1% | -1.8% | -27.3% | -29.3% |
| YTD | -54.1% | +10.9% | -65.1% | -58.8% |
| 1Y | -53.7% | +13.6% | -67.3% | -59.2% |
| 3Y | -38.8% | +69.3% | -108.1% | -60.8% |
| 5Y | -71.1% | +48.1% | -119.2% | -79.3% |
| 10Y | -53.1% | +148.0% | -201.1% | -76.9% |
| All | +59.9% | +174.2% | -114.3% | -35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling