+129.7%
FISI price history and return analytics
+229.8%
-100.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.4% |
| 7D | -1.9% | -1.1% | -0.8% | -0.7% |
| 30D | -2.3% | -1.0% | -1.3% | -1.2% |
| 3M | +8.7% | +3.2% | +5.5% | +4.6% |
| 6M | +37.3% | +12.5% | +24.8% | +19.1% |
| YTD | +33.8% | +14.1% | +19.7% | +14.1% |
| 1Y | +56.4% | +18.9% | +37.5% | +27.1% |
| 3Y | +177.6% | +74.1% | +103.5% | +45.9% |
| 5Y | +77.4% | +66.9% | +10.5% | -3.4% |
| All | +129.7% | +229.8% | -100.1% | -40.5% |
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