-3.7%
FISV vs VO
+16.3%
-20.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.4% | +5.5% |
| 7D | +29.6% | +1.0% | +28.7% | +28.6% |
| 30D | +34.5% | +2.6% | +31.9% | +31.5% |
| 3M | +11.2% | -0.3% | +11.5% | +11.5% |
| 6M | -1.2% | +7.6% | -8.8% | -7.4% |
| YTD | -7.6% | +14.7% | -22.4% | -18.7% |
| 1Y | -3.7% | +16.4% | -20.2% | -16.6% |
| All | -3.7% | +16.3% | -20.0% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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