+275.7%
FISV vs VEU
+188.7%
+87.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.6% | -3.8% |
| 7D | -6.4% | +0.3% | -6.7% | -6.6% |
| 30D | -6.8% | +0.7% | -7.5% | -7.3% |
| 3M | -10.0% | +4.7% | -14.6% | -13.6% |
| 6M | -20.6% | +11.6% | -32.3% | -27.9% |
| YTD | -27.6% | +16.8% | -44.4% | -36.5% |
| 1Y | -64.3% | +24.9% | -89.2% | -70.2% |
| 3Y | -60.0% | +75.7% | -135.7% | -74.5% |
| 5Y | -57.7% | +56.1% | -113.8% | -70.5% |
| 10Y | -3.0% | +153.6% | -156.6% | -51.9% |
| All | +275.7% | +188.7% | +87.0% | +56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling