+59.4%
VEA vs FIS
-65.9%
+125.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.5% |
| 7D | -2.1% | -8.9% | +6.8% | -0.4% |
| 30D | -1.1% | -9.9% | +8.9% | +0.7% |
| 3M | +5.1% | 0.0% | +5.1% | +4.5% |
| 6M | +9.8% | -22.9% | +32.7% | +14.7% |
| YTD | +15.9% | -40.9% | +56.8% | +28.1% |
| 1Y | +24.6% | -40.4% | +65.0% | +37.2% |
| 3Y | +75.5% | -25.4% | +100.9% | +81.4% |
| 5Y | +59.4% | -64.8% | +124.2% | +87.8% |
| All | +59.4% | -65.9% | +125.3% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling