+78.1%
FISI price history and return analytics
+63.7%
+14.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.4% |
| 7D | -0.2% | -2.0% | +1.8% | +1.5% |
| 30D | -1.3% | -1.4% | +0.1% | -0.2% |
| 3M | +9.5% | +4.7% | +4.8% | +5.1% |
| 6M | +36.2% | +11.4% | +24.8% | +23.5% |
| YTD | +34.4% | +13.1% | +21.3% | +20.2% |
| 1Y | +57.2% | +19.0% | +38.2% | +34.5% |
| 3Y | +178.4% | +73.9% | +104.4% | +76.4% |
| 5Y | +78.1% | +65.4% | +12.7% | +15.3% |
| All | +78.1% | +63.7% | +14.4% | +15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling