-36.8%
FISV vs ROIV
+403.5%
-440.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | +8.4% | +14.3% | -5.9% | +7.6% |
| 30D | +38.8% | +16.2% | +22.5% | +37.6% |
| 3M | +21.3% | +15.1% | +6.1% | +20.1% |
| 6M | +14.1% | +44.2% | -30.1% | +11.3% |
| YTD | -5.7% | +89.8% | -95.5% | -9.7% |
| 1Y | -0.8% | +94.6% | -95.3% | -5.1% |
| 3Y | -47.9% | +367.5% | -415.4% | -53.0% |
| 5Y | -36.8% | +421.4% | -458.2% | -48.0% |
| All | -36.8% | +403.5% | -440.4% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling