-53.7%
FIS vs VSH
+92.4%
-146.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.2% | +8.4% | +3.8% |
| 7D | +2.8% | +14.3% | -11.5% | +4.3% |
| 30D | -16.7% | -7.9% | -8.9% | -17.1% |
| 3M | -32.3% | -19.9% | -12.4% | -33.4% |
| 6M | -29.1% | -30.5% | +1.5% | -31.2% |
| YTD | -54.1% | +85.7% | -139.8% | -57.4% |
| 1Y | -53.7% | +98.9% | -152.7% | -57.7% |
| All | -53.7% | +92.4% | -146.2% | -57.7% |
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