+10,033.5%
FISV vs VICR
+11,356.8%
-1,323.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.7% | +1.0% |
| 7D | -7.2% | -0.4% | -6.8% | -7.2% |
| 30D | -7.2% | -15.6% | +8.4% | -5.6% |
| 3M | -8.2% | -35.4% | +27.2% | -5.1% |
| 6M | -17.7% | +1.3% | -19.0% | -21.8% |
| YTD | -27.2% | +62.5% | -89.6% | -35.7% |
| 1Y | -63.0% | +255.5% | -318.4% | -71.1% |
| 3Y | -59.8% | +182.0% | -241.8% | -69.5% |
| 5Y | -55.8% | +42.9% | -98.7% | -65.7% |
| 10Y | -2.4% | +1,494.0% | -1,496.4% | -50.1% |
| All | +10,033.5% | +11,356.8% | -1,323.3% | +3,186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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