-0.8%
FISV vs VLTO
+20.4%
-21.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | +8.4% | +1.6% | +6.8% | +7.3% |
| 30D | +38.8% | +22.0% | +16.8% | +22.5% |
| 3M | +21.3% | +21.9% | -0.6% | +7.1% |
| 6M | +14.1% | +36.5% | -22.4% | -5.3% |
| YTD | -5.7% | +19.0% | -24.7% | -16.6% |
| 1Y | -0.8% | +21.0% | -21.7% | -12.5% |
| All | -0.8% | +20.4% | -21.1% | -12.5% |
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