-51.1%
FIS vs VIG
+19.5%
-70.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +2.1% | -25.8% | -24.6% |
| 7D | -18.4% | +2.7% | -21.2% | -19.9% |
| 30D | -11.4% | +7.0% | -18.4% | -16.3% |
| 3M | -32.0% | +4.0% | -36.0% | -34.0% |
| 6M | -35.6% | +12.3% | -47.9% | -41.5% |
| YTD | -53.8% | +16.4% | -70.2% | -58.7% |
| 1Y | -51.1% | +19.2% | -70.3% | -57.1% |
| All | -51.1% | +19.5% | -70.6% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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