-61.1%
FISV vs VIK
+37.7%
-98.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | -0.3% | -3.0% | +2.7% | 0.0% |
| 30D | -2.1% | -20.7% | +18.7% | +0.9% |
| 3M | -5.7% | -4.6% | -1.1% | -5.6% |
| 6M | -15.3% | +14.0% | -29.3% | -18.7% |
| YTD | -21.1% | +20.2% | -41.3% | -24.4% |
| 1Y | -61.1% | +36.0% | -97.1% | -61.5% |
| All | -61.1% | +37.7% | -98.8% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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