+935.9%
VTI vs FIS
+225.0%
+711.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.7% | +1.7% |
| 7D | +3.4% | -3.5% | +6.9% | +4.5% |
| 30D | -2.3% | -19.4% | +17.2% | +3.1% |
| 3M | -2.2% | -31.6% | +29.4% | +9.1% |
| 6M | +3.3% | -32.5% | +35.8% | +14.8% |
| YTD | +12.1% | -56.0% | +68.1% | +44.5% |
| 1Y | +12.2% | -55.5% | +67.8% | +44.0% |
| 3Y | +78.0% | -41.3% | +119.4% | +100.8% |
| 5Y | +65.2% | -72.3% | +137.5% | +136.7% |
| 10Y | +292.2% | -55.0% | +347.1% | +357.3% |
| All | +935.9% | +225.0% | +711.0% | +509.4% |
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 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