+38.2%
FIS vs VOO
+795.4%
-757.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | -27.4% | -0.6% | -26.8% | -27.5% |
| 30D | -16.8% | -3.6% | -13.2% | -14.6% |
| 3M | -32.6% | -2.7% | -29.9% | -31.5% |
| 6M | -33.4% | +2.2% | -35.6% | -35.8% |
| YTD | -56.0% | +10.9% | -66.9% | -61.0% |
| 1Y | -55.1% | +11.3% | -66.4% | -60.4% |
| 3Y | -41.4% | +76.9% | -118.3% | -68.4% |
| 5Y | -72.7% | +73.5% | -146.2% | -84.9% |
| 10Y | -55.5% | +307.7% | -363.1% | -89.7% |
| All | +38.2% | +795.4% | -757.2% | -85.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling