-64.9%
FIS vs VOO
+82.4%
-147.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.3% | -5.4% |
| 7D | -3.5% | +0.5% | -4.0% | -3.9% |
| 30D | -7.8% | -0.9% | -6.9% | -7.0% |
| 3M | +0.8% | +3.9% | -3.1% | -2.7% |
| 6M | -21.9% | +14.5% | -36.4% | -31.2% |
| YTD | -39.5% | +13.0% | -52.4% | -46.0% |
| 1Y | -41.0% | +19.4% | -60.4% | -50.1% |
| 3Y | -23.6% | +78.9% | -102.5% | -57.9% |
| All | -64.9% | +82.4% | -147.3% | -82.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling