-42.7%
FIS vs VIG
+14.1%
-56.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.9% |
| 7D | -9.1% | -1.2% | -7.9% | -8.0% |
| 30D | -10.4% | -2.8% | -7.6% | -8.1% |
| 3M | -3.7% | +2.5% | -6.2% | -5.5% |
| 6M | -24.8% | +8.1% | -32.9% | -29.2% |
| YTD | -41.6% | +9.6% | -51.1% | -45.4% |
| 1Y | -42.7% | +14.2% | -56.9% | -47.8% |
| All | -42.7% | +14.1% | -56.8% | -47.8% |
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