+25.1%
VXUS vs FIS
-40.6%
+65.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.9% | +5.5% | -0.4% |
| 7D | +1.6% | -3.5% | +5.0% | +1.6% |
| 30D | +1.0% | -7.8% | +8.8% | +0.9% |
| 3M | +5.7% | +0.8% | +4.8% | +5.5% |
| 6M | +13.6% | -21.9% | +35.5% | +14.6% |
| YTD | +17.4% | -39.5% | +56.9% | +21.8% |
| 1Y | +25.1% | -41.0% | +66.1% | +30.4% |
| All | +25.1% | -40.6% | +65.7% | +30.4% |
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 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