+129.7%
FISI vs VOO
+325.3%
-195.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.3% |
| 7D | -1.9% | -0.8% | -1.1% | -1.1% |
| 30D | -2.3% | -1.1% | -1.2% | -1.2% |
| 3M | +8.7% | +3.9% | +4.8% | +4.2% |
| 6M | +37.3% | +13.6% | +23.7% | +19.5% |
| YTD | +33.8% | +12.7% | +21.1% | +17.4% |
| 1Y | +56.4% | +17.6% | +38.8% | +31.2% |
| 3Y | +177.6% | +77.3% | +100.2% | +50.4% |
| 5Y | +77.4% | +84.1% | -6.8% | -10.1% |
| All | +129.7% | +325.3% | -195.6% | -52.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling