-2.0%
FISV vs VNQ
+11.6%
-13.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +2.7% |
| 7D | +29.4% | +2.5% | +26.9% | +26.6% |
| 30D | +38.0% | +7.0% | +30.9% | +30.2% |
| 3M | +15.9% | -1.9% | +17.8% | +17.9% |
| 6M | +9.5% | +2.3% | +7.3% | +8.2% |
| YTD | -6.6% | +11.8% | -18.4% | -15.5% |
| 1Y | -2.0% | +11.9% | -13.8% | -11.3% |
| All | -2.0% | +11.6% | -13.6% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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