+931.7%
VTI vs FIS
+238.5%
+693.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.2% | -4.6% | -1.9% |
| 7D | +2.5% | +2.8% | -0.3% | +1.3% |
| 30D | -1.5% | -16.7% | +15.2% | +2.7% |
| 3M | -3.2% | -32.3% | +29.1% | +8.4% |
| 6M | +2.3% | -29.1% | +31.4% | +11.7% |
| YTD | +11.6% | -54.1% | +65.8% | +41.8% |
| 1Y | +13.8% | -53.7% | +67.5% | +43.9% |
| 3Y | +77.4% | -38.8% | +116.3% | +97.2% |
| 5Y | +64.6% | -71.1% | +135.7% | +132.3% |
| 10Y | +290.6% | -53.1% | +343.7% | +348.8% |
| All | +931.7% | +238.5% | +693.3% | +498.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling