+38.5%
FIS vs VOO
+803.9%
-765.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -5.8% |
| 7D | -3.5% | +3.3% | -6.8% | -6.4% |
| 30D | -19.4% | -2.7% | -16.7% | -18.0% |
| 3M | -31.6% | -1.7% | -29.8% | -31.0% |
| 6M | -32.5% | +3.1% | -35.7% | -35.5% |
| YTD | -56.0% | +11.9% | -67.9% | -61.3% |
| 1Y | -55.5% | +12.1% | -67.6% | -61.0% |
| 3Y | -41.3% | +78.6% | -119.9% | -68.6% |
| 5Y | -72.3% | +73.8% | -146.0% | -84.7% |
| 10Y | -55.0% | +312.3% | -367.2% | -89.7% |
| All | +38.5% | +803.9% | -765.4% | -85.8% |
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 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