-51.1%
FIS vs VG
+47.2%
-98.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -7.7% | -16.0% | -23.7% |
| 7D | -18.4% | -16.4% | -2.0% | -18.7% |
| 30D | -11.4% | -10.8% | -0.6% | -11.5% |
| 3M | -32.0% | -6.3% | -25.7% | -32.0% |
| 6M | -35.6% | -12.5% | -23.1% | -35.8% |
| YTD | -53.8% | +76.9% | -130.7% | -52.6% |
| 1Y | -51.1% | +51.8% | -102.9% | -50.2% |
| All | -51.1% | +47.2% | -98.3% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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