-40.9%
FIS price history and return analytics
+222.7%
-263.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.8% |
| 7D | -9.1% | -0.1% | -8.9% | -8.9% |
| 30D | -10.4% | -0.7% | -9.8% | -9.8% |
| 3M | -3.7% | +4.0% | -7.7% | -7.8% |
| 6M | -24.8% | +12.3% | -37.1% | -33.9% |
| YTD | -41.6% | +14.0% | -55.6% | -49.5% |
| 1Y | -42.7% | +20.3% | -63.0% | -53.3% |
| 3Y | -26.2% | +75.4% | -101.7% | -60.3% |
| 5Y | -66.1% | +66.0% | -132.1% | -80.6% |
| 10Y | -40.9% | +228.2% | -269.1% | -81.9% |
| All | -40.9% | +222.7% | -263.5% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling