+9.4%
VTI vs FIS
-52.1%
+61.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.1% | -4.3% |
| 7D | -4.7% | -21.2% | +16.5% | -4.8% |
| 30D | -5.8% | -12.1% | +6.3% | -6.4% |
| 3M | -4.8% | -30.6% | +25.8% | -4.2% |
| 6M | +1.5% | -35.5% | +37.0% | +2.8% |
| YTD | +8.5% | -54.4% | +62.8% | +17.6% |
| 1Y | +9.4% | -52.9% | +62.3% | +17.6% |
| All | +9.4% | -52.1% | +61.6% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling