+2,263.1%
VGT vs FIS
+239.2%
+2,023.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +2.3% |
| 7D | +1.8% | -3.5% | +5.3% | +3.2% |
| 30D | -0.3% | -7.8% | +7.5% | +2.8% |
| 3M | +3.4% | +0.8% | +2.5% | +1.5% |
| 6M | +35.0% | -21.9% | +56.9% | +46.8% |
| YTD | +28.8% | -39.5% | +68.3% | +56.1% |
| 1Y | +38.0% | -41.0% | +79.0% | +68.3% |
| 3Y | +125.8% | -23.6% | +149.4% | +136.9% |
| 5Y | +134.7% | -65.6% | +200.4% | +240.3% |
| 10Y | +792.6% | -40.2% | +832.8% | +879.2% |
| All | +2,263.1% | +239.2% | +2,023.9% | +1,038.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling