-52.4%
FIS vs VOO
+309.6%
-362.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.5% | +4.5% |
| 7D | +2.8% | +2.6% | +0.2% | +0.4% |
| 30D | -16.7% | -2.0% | -14.7% | -15.9% |
| 3M | -32.3% | -2.8% | -29.5% | -31.1% |
| 6M | -29.1% | +2.2% | -31.2% | -31.5% |
| YTD | -54.1% | +11.5% | -65.7% | -59.5% |
| 1Y | -53.7% | +13.5% | -67.2% | -59.8% |
| 3Y | -38.8% | +78.1% | -116.9% | -67.2% |
| 5Y | -71.1% | +73.1% | -144.2% | -84.0% |
| All | -52.4% | +309.6% | -362.0% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling