-3.7%
FISV vs LVS
-31.5%
+27.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.5% | -0.2% | +4.1% |
| 7D | +29.6% | +13.4% | +16.2% | +24.8% |
| 30D | +34.5% | +12.2% | +22.3% | +29.7% |
| 3M | +11.2% | -10.7% | +22.0% | +14.4% |
| 6M | -1.2% | -19.8% | +18.6% | +4.1% |
| YTD | -7.6% | -35.8% | +28.2% | -0.6% |
| 1Y | -3.7% | -31.8% | +28.1% | +3.1% |
| All | -3.7% | -31.5% | +27.8% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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