-55.1%
FIS vs VSH
+86.1%
-141.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | 0.0% |
| 7D | -27.4% | -1.6% | -25.8% | -27.5% |
| 30D | -16.8% | -21.3% | +4.5% | -18.6% |
| 3M | -32.6% | -18.9% | -13.7% | -33.7% |
| 6M | -33.4% | -21.4% | -12.0% | -35.0% |
| YTD | -56.0% | +86.8% | -142.9% | -58.5% |
| 1Y | -55.1% | +85.8% | -140.8% | -57.6% |
| All | -55.1% | +86.1% | -141.2% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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