-61.1%
FISV vs VIAV
+200.0%
-261.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.1% | +0.9% |
| 7D | -0.3% | -4.6% | +4.3% | -0.9% |
| 30D | -2.1% | -10.4% | +8.3% | -2.9% |
| 3M | -5.7% | -34.5% | +28.7% | -8.6% |
| 6M | -15.3% | +7.0% | -22.3% | -14.7% |
| YTD | -21.1% | +95.6% | -116.7% | -14.5% |
| 1Y | -61.1% | +197.2% | -258.3% | -56.5% |
| All | -61.1% | +200.0% | -261.1% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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