+77.7%
VOO vs FIS
-23.8%
+101.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.9% | +5.3% | +0.4% |
| 7D | +0.5% | -3.5% | +4.0% | +1.1% |
| 30D | -0.9% | -7.8% | +6.9% | +0.3% |
| 3M | +3.9% | +0.8% | +3.1% | +3.2% |
| 6M | +14.5% | -21.9% | +36.4% | +19.5% |
| YTD | +13.0% | -39.5% | +52.4% | +24.9% |
| 1Y | +19.4% | -41.0% | +60.4% | +32.7% |
| All | +77.7% | -23.8% | +101.5% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling