+419.0%
FISV vs ITOT
+879.4%
-460.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.2% |
| 7D | -7.2% | -2.0% | -5.2% | -5.4% |
| 30D | -7.2% | -2.0% | -5.2% | -5.4% |
| 3M | -8.2% | +4.5% | -12.7% | -12.4% |
| 6M | -17.7% | +12.6% | -30.3% | -26.9% |
| YTD | -27.2% | +12.0% | -39.1% | -34.9% |
| 1Y | -63.0% | +17.3% | -80.2% | -68.3% |
| 3Y | -59.8% | +75.2% | -135.0% | -76.9% |
| 5Y | -55.8% | +74.0% | -129.8% | -74.6% |
| 10Y | -2.4% | +298.6% | -301.0% | -74.3% |
| All | +419.0% | +879.4% | -460.4% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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