-3.7%
FISV vs VLTO
+18.3%
-22.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +5.9% |
| 7D | +29.6% | +13.8% | +15.8% | +19.3% |
| 30D | +34.5% | +21.2% | +13.3% | +19.1% |
| 3M | +11.2% | +21.5% | -10.2% | -1.6% |
| 6M | -1.2% | +33.0% | -34.2% | -17.0% |
| YTD | -7.6% | +17.8% | -25.4% | -17.7% |
| 1Y | -3.7% | +18.1% | -21.8% | -14.4% |
| All | -3.7% | +18.3% | -22.0% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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