-63.9%
FISV vs VO
+12.4%
-76.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.6% |
| 7D | -7.2% | -2.5% | -4.7% | -4.6% |
| 30D | -7.2% | -3.2% | -4.0% | -3.8% |
| 3M | -8.2% | +3.9% | -12.1% | -12.3% |
| 6M | -17.7% | +9.6% | -27.3% | -27.3% |
| YTD | -27.2% | +11.6% | -38.7% | -37.8% |
| All | -63.9% | +12.4% | -76.3% | -68.3% |
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