-57.6%
FISV vs VIAV
+293.0%
-350.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.6% | +1.8% | +5.5% |
| 7D | -2.7% | +11.2% | -13.8% | -2.3% |
| 30D | 0.0% | -10.1% | +10.2% | -0.1% |
| 3M | -2.8% | -22.9% | +20.1% | -2.8% |
| 6M | -11.8% | +28.8% | -40.6% | -13.3% |
| YTD | -23.2% | +117.5% | -140.7% | -26.5% |
| 1Y | -62.0% | +216.1% | -278.1% | -64.9% |
| 3Y | -57.6% | +292.2% | -349.8% | -64.1% |
| All | -57.6% | +293.0% | -350.6% | -64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling