+728.4%
VGT vs FIS
-53.2%
+781.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.2% | -5.8% | -3.2% |
| 7D | +2.5% | +2.8% | -0.4% | +1.2% |
| 30D | -9.5% | -16.7% | +7.2% | -5.7% |
| 3M | -9.5% | -32.3% | +22.8% | +1.8% |
| 6M | -1.8% | -29.1% | +27.3% | +7.1% |
| YTD | +18.4% | -54.1% | +72.5% | +53.9% |
| 1Y | +18.7% | -53.7% | +72.5% | +53.6% |
| 3Y | +103.8% | -38.8% | +142.7% | +122.7% |
| 5Y | +104.4% | -71.1% | +175.5% | +213.4% |
| All | +728.4% | -53.2% | +781.6% | +852.9% |
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