-55.1%
FIS vs VLTO
+20.4%
-75.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | -27.4% | +1.6% | -29.0% | -28.2% |
| 30D | -16.8% | +22.0% | -38.8% | -26.2% |
| 3M | -32.6% | +21.9% | -54.5% | -40.2% |
| 6M | -33.4% | +36.5% | -69.9% | -44.4% |
| YTD | -56.0% | +19.0% | -75.0% | -60.2% |
| 1Y | -55.1% | +21.0% | -76.1% | -59.5% |
| All | -55.1% | +20.4% | -75.5% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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