-56.5%
FISV vs ROIV
+316.9%
-373.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +18.8% | -22.8% | -5.0% |
| 7D | -1.6% | +20.2% | -21.7% | -2.6% |
| 30D | -3.0% | +14.1% | -17.1% | -3.7% |
| 3M | -3.5% | +45.6% | -49.1% | -5.8% |
| 6M | -19.4% | +44.1% | -63.5% | -21.3% |
| YTD | -24.3% | +91.2% | -115.4% | -27.3% |
| 1Y | -62.4% | +221.3% | -283.7% | -65.1% |
| 3Y | -58.2% | +229.2% | -287.4% | -61.5% |
| 5Y | -56.5% | +316.5% | -373.0% | -63.1% |
| All | -56.5% | +316.9% | -373.4% | -63.1% |
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