+97.3%
FISI vs VT
+222.7%
-125.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.0% |
| 7D | +1.3% | +2.9% | -1.5% | -1.9% |
| 30D | +3.2% | -2.5% | +5.7% | +6.0% |
| 3M | -3.6% | -3.3% | -0.3% | -0.2% |
| 6M | +17.4% | +1.5% | +15.9% | +14.4% |
| YTD | +32.0% | +11.4% | +20.6% | +15.2% |
| 1Y | +40.3% | +11.9% | +28.4% | +21.7% |
| 3Y | +183.8% | +73.9% | +109.9% | +48.3% |
| 5Y | +54.1% | +57.9% | -3.8% | -10.7% |
| All | +97.3% | +222.7% | -125.4% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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