+416.5%
FISI vs VT
+346.0%
+70.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.3% |
| 7D | +0.9% | -2.3% | +3.2% | +3.8% |
| 30D | +2.6% | -5.0% | +7.6% | +9.2% |
| 3M | -4.6% | -4.9% | +0.3% | +1.3% |
| 6M | +14.2% | -1.5% | +15.8% | +15.3% |
| YTD | +30.9% | +8.5% | +22.5% | +16.3% |
| 1Y | +41.7% | +11.4% | +30.3% | +21.6% |
| 3Y | +168.2% | +70.1% | +98.1% | +34.1% |
| 5Y | +51.7% | +53.7% | -2.1% | -16.3% |
| 10Y | +127.3% | +220.0% | -92.6% | -51.3% |
| All | +416.5% | +346.0% | +70.5% | -34.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling