+2.0%
FISV vs VOO
+325.3%
-323.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +4.6% |
| 7D | -2.7% | -0.8% | -1.9% | -1.9% |
| 30D | 0.0% | -1.1% | +1.1% | +1.2% |
| 3M | -2.8% | +3.9% | -6.7% | -6.7% |
| 6M | -11.8% | +13.6% | -25.5% | -22.7% |
| YTD | -23.2% | +12.7% | -35.9% | -32.0% |
| 1Y | -62.0% | +17.6% | -79.6% | -67.7% |
| 3Y | -57.6% | +77.3% | -134.9% | -76.6% |
| 5Y | -53.4% | +84.1% | -137.5% | -75.4% |
| All | +2.0% | +325.3% | -323.3% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling