-40.4%
FIS vs VOO
+17.3%
-57.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -8.9% | -2.0% | -6.9% | -8.2% |
| 30D | -9.9% | -1.7% | -8.3% | -9.3% |
| 3M | 0.0% | +4.7% | -4.8% | -1.9% |
| 6M | -22.9% | +12.6% | -35.4% | -27.1% |
| YTD | -40.9% | +11.8% | -52.6% | -43.5% |
| 1Y | -40.4% | +17.5% | -58.0% | -44.6% |
| All | -40.4% | +17.3% | -57.7% | -44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling