-53.1%
FISV vs VEU
+55.0%
-108.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +4.8% |
| 7D | -2.7% | -1.4% | -1.3% | -1.8% |
| 30D | 0.0% | -0.4% | +0.5% | +0.3% |
| 3M | -2.8% | +2.5% | -5.3% | -4.8% |
| 6M | -11.8% | +11.1% | -23.0% | -19.0% |
| YTD | -23.2% | +16.5% | -39.7% | -32.1% |
| 1Y | -62.0% | +22.9% | -84.9% | -67.7% |
| 3Y | -57.6% | +73.4% | -131.0% | -73.1% |
| All | -53.1% | +55.0% | -108.1% | -67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling