+53.8%
FISI vs VT
+57.5%
-3.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.9% |
| 7D | +1.3% | +2.9% | -1.5% | -1.0% |
| 30D | +3.2% | -2.5% | +5.7% | +5.3% |
| 3M | -3.6% | -3.3% | -0.3% | -1.1% |
| 6M | +17.4% | +1.5% | +15.9% | +15.3% |
| YTD | +32.0% | +11.4% | +20.6% | +19.4% |
| 1Y | +40.3% | +11.9% | +28.4% | +26.4% |
| 3Y | +183.8% | +73.9% | +109.9% | +80.9% |
| All | +53.8% | +57.5% | -3.7% | +1.0% |
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