+314.1%
VOO vs FIS
-39.9%
+353.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -1.0% |
| 7D | -2.0% | -8.9% | +6.9% | +1.1% |
| 30D | -1.7% | -9.9% | +8.3% | +1.6% |
| 3M | +4.7% | 0.0% | +4.8% | +3.8% |
| 6M | +12.6% | -22.9% | +35.4% | +21.4% |
| YTD | +11.8% | -40.9% | +52.6% | +32.3% |
| 1Y | +17.5% | -40.4% | +58.0% | +38.3% |
| 3Y | +77.0% | -25.4% | +102.3% | +85.7% |
| 5Y | +82.6% | -64.8% | +147.4% | +153.7% |
| All | +314.1% | -39.9% | +353.9% | +367.7% |
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