-65.4%
FIS vs VNQ
+7.0%
-72.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.5% |
| 7D | -9.0% | -1.3% | -7.7% | -8.0% |
| 30D | -9.0% | -2.6% | -6.4% | -7.2% |
| 3M | -0.5% | -2.0% | +1.5% | +1.2% |
| 6M | -23.1% | +4.3% | -27.4% | -25.7% |
| YTD | -41.5% | +9.2% | -50.7% | -45.5% |
| 1Y | -42.2% | +5.6% | -47.8% | -44.7% |
| 3Y | -26.3% | +30.8% | -57.2% | -41.4% |
| All | -65.4% | +7.0% | -72.4% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 5y: compounded portfolio wealth divided by compounded VNQ 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…
5y analysis · Full analysis span regression · 6 months rolling