-59.8%
FISV vs VIG
+54.7%
-114.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.1% |
| 7D | -7.2% | -2.2% | -5.0% | -5.0% |
| 30D | -7.2% | -3.2% | -4.0% | -3.9% |
| 3M | -8.2% | +3.0% | -11.2% | -10.9% |
| 6M | -17.7% | +8.1% | -25.8% | -24.2% |
| YTD | -27.2% | +9.1% | -36.2% | -33.3% |
| 1Y | -63.0% | +12.6% | -75.5% | -67.0% |
| All | -59.8% | +54.7% | -114.5% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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