-53.1%
FISV vs RVMD
+576.1%
-629.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.4% |
| 7D | -2.7% | -3.0% | +0.3% | -2.4% |
| 30D | 0.0% | -0.7% | +0.8% | 0.0% |
| 3M | -2.8% | +36.5% | -39.3% | -6.5% |
| 6M | -11.8% | +104.6% | -116.4% | -19.9% |
| YTD | -23.2% | +155.8% | -179.0% | -32.6% |
| 1Y | -62.0% | +340.7% | -402.7% | -68.8% |
| 3Y | -57.6% | +519.9% | -577.5% | -67.7% |
| All | -53.1% | +576.1% | -629.2% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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