+455.5%
V vs FIS
-55.6%
+511.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +0.8% | -27.4% | +28.2% | +13.7% |
| 30D | +9.9% | -16.8% | +26.8% | +15.9% |
| 3M | +17.5% | -32.6% | +50.1% | +36.7% |
| 6M | +33.5% | -33.4% | +66.9% | +55.2% |
| YTD | +21.6% | -56.0% | +77.6% | +72.4% |
| 1Y | +27.6% | -55.1% | +82.7% | +78.9% |
| 3Y | +76.4% | -41.4% | +117.8% | +106.7% |
| 5Y | +103.8% | -72.7% | +176.5% | +255.6% |
| 10Y | +455.5% | -55.5% | +510.9% | +610.5% |
| All | +455.5% | -55.6% | +511.0% | +610.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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