-57.6%
FISV vs VNQ
+30.7%
-88.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +4.9% |
| 7D | -2.7% | -1.3% | -1.4% | -1.7% |
| 30D | 0.0% | -2.6% | +2.6% | +2.1% |
| 3M | -2.8% | -2.0% | -0.8% | -1.1% |
| 6M | -11.8% | +4.3% | -16.2% | -14.5% |
| YTD | -23.2% | +9.2% | -32.4% | -27.9% |
| 1Y | -62.0% | +5.6% | -67.6% | -63.1% |
| 3Y | -57.6% | +30.8% | -88.5% | -63.0% |
| All | -57.6% | +30.7% | -88.3% | -63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling