+380.6%
FISI vs VOO
+812.0%
-431.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | +2.8% | +0.5% | +2.3% | +2.2% |
| 30D | -1.2% | -0.9% | -0.2% | -0.2% |
| 3M | +11.4% | +3.9% | +7.5% | +6.6% |
| 6M | +36.3% | +14.5% | +21.8% | +17.0% |
| YTD | +34.6% | +13.0% | +21.6% | +17.2% |
| 1Y | +54.9% | +19.4% | +35.5% | +26.9% |
| 3Y | +178.9% | +78.9% | +100.0% | +46.4% |
| 5Y | +74.2% | +82.3% | -8.1% | -13.0% |
| 10Y | +131.2% | +314.2% | -183.0% | -54.9% |
| All | +380.6% | +812.0% | -431.4% | -75.4% |
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