-58.8%
FISV vs ROIV
+298.2%
-357.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -4.4% |
| 7D | -6.4% | +22.3% | -28.7% | -7.5% |
| 30D | -6.8% | +16.9% | -23.7% | -7.7% |
| 3M | -10.0% | +43.9% | -53.9% | -12.0% |
| 6M | -20.6% | +41.6% | -62.2% | -22.4% |
| YTD | -27.6% | +92.7% | -120.2% | -30.6% |
| 1Y | -64.3% | +210.2% | -274.5% | -66.8% |
| 3Y | -60.0% | +231.8% | -291.8% | -63.3% |
| 5Y | -57.7% | +319.8% | -377.5% | -63.0% |
| All | -58.8% | +298.2% | -357.0% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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