-59.8%
FISV vs VEU
+72.0%
-131.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.1% |
| 7D | -7.2% | -1.9% | -5.3% | -6.5% |
| 30D | -7.2% | -0.7% | -6.5% | -6.9% |
| 3M | -8.2% | +4.9% | -13.0% | -10.4% |
| 6M | -17.7% | +9.8% | -27.5% | -22.2% |
| YTD | -27.2% | +15.3% | -42.5% | -33.3% |
| 1Y | -63.0% | +23.0% | -86.0% | -67.3% |
| All | -59.8% | +72.0% | -131.8% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling