+289.5%
FISV vs VOO
+812.0%
-522.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.5% | -3.5% |
| 7D | -1.6% | +0.5% | -2.1% | -2.1% |
| 30D | -3.0% | -0.9% | -2.0% | -2.0% |
| 3M | -3.5% | +3.9% | -7.4% | -7.5% |
| 6M | -19.4% | +14.5% | -33.9% | -29.9% |
| YTD | -24.3% | +13.0% | -37.2% | -33.2% |
| 1Y | -62.4% | +19.4% | -81.8% | -68.6% |
| 3Y | -58.2% | +78.9% | -137.0% | -77.1% |
| 5Y | -56.5% | +82.3% | -138.8% | -76.7% |
| 10Y | -0.5% | +314.2% | -314.8% | -76.6% |
| All | +289.5% | +812.0% | -522.5% | -56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling