-64.3%
FISV vs VG
+12.9%
-77.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.8% | -8.1% | -4.6% |
| 7D | -6.4% | +3.8% | -10.2% | -6.7% |
| 30D | -6.8% | +7.2% | -14.1% | -7.4% |
| 3M | -10.0% | +22.8% | -32.7% | -11.8% |
| 6M | -20.6% | +33.2% | -53.8% | -24.2% |
| YTD | -27.6% | +124.8% | -152.4% | -36.8% |
| 1Y | -64.3% | +15.8% | -80.2% | -66.5% |
| All | -64.3% | +12.9% | -77.2% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling