+72.5%
FISI vs VT
+66.2%
+6.3%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.8% | +0.4% | +1.4% | +1.4% |
| 30D | -1.8% | +1.0% | -2.8% | -2.6% |
| 3M | +14.8% | +2.4% | +12.5% | +12.2% |
| 6M | +33.5% | +12.0% | +21.5% | +20.6% |
| YTD | +36.4% | +15.3% | +21.0% | +19.9% |
| 1Y | +56.4% | +22.6% | +33.8% | +30.4% |
| 3Y | +174.1% | +74.7% | +99.4% | +72.7% |
| All | +72.5% | +66.2% | +6.3% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling