+75.3%
VTI vs FIS
-26.4%
+101.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.1% |
| 7D | -0.4% | -9.1% | +8.7% | +1.3% |
| 30D | -1.6% | -10.4% | +8.9% | +0.3% |
| 3M | +3.6% | -3.7% | +7.3% | +3.7% |
| 6M | +13.0% | -24.8% | +37.8% | +19.1% |
| YTD | +12.7% | -41.6% | +54.3% | +26.5% |
| 1Y | +18.4% | -42.7% | +61.1% | +33.3% |
| All | +75.3% | -26.4% | +101.8% | +76.0% |
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