-3.7%
FISV vs VSH
+62.1%
-65.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.1% | +11.3% | +5.8% |
| 7D | +29.6% | -13.6% | +43.3% | +28.0% |
| 30D | +34.5% | -30.4% | +64.8% | +30.9% |
| 3M | +11.2% | -33.3% | +44.5% | +8.2% |
| 6M | -1.2% | -15.1% | +13.9% | -7.4% |
| YTD | -7.6% | +80.2% | -87.8% | -24.9% |
| 1Y | -3.7% | +63.4% | -67.1% | -19.2% |
| All | -3.7% | +62.1% | -65.8% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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