-51.1%
FIS vs VO
+16.3%
-67.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +0.9% | -24.5% | -24.1% |
| 7D | -18.4% | +1.0% | -19.4% | -18.9% |
| 30D | -11.4% | +2.6% | -14.0% | -12.9% |
| 3M | -32.0% | -0.3% | -31.7% | -31.9% |
| 6M | -35.6% | +7.6% | -43.2% | -38.5% |
| YTD | -53.8% | +14.7% | -68.5% | -57.5% |
| 1Y | -51.1% | +16.4% | -67.5% | -55.4% |
| All | -51.1% | +16.3% | -67.3% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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