-62.0%
FISV vs VNQ
+7.2%
-69.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +4.4% |
| 7D | -2.7% | -1.3% | -1.4% | -0.9% |
| 30D | 0.0% | -2.6% | +2.6% | +3.9% |
| 3M | -2.8% | -2.0% | -0.8% | +0.1% |
| 6M | -11.8% | +4.3% | -16.2% | -19.6% |
| YTD | -23.2% | +9.2% | -32.4% | -39.3% |
| 1Y | -62.0% | +5.6% | -67.6% | -65.5% |
| All | -62.0% | +7.2% | -69.2% | -65.5% |
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