-57.6%
FISV vs VSXY
+352.7%
-410.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.1% | +2.3% | +5.3% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | 0.0% | -18.7% | +18.7% | +0.5% |
| 3M | -2.8% | -4.0% | +1.2% | -2.8% |
| 6M | -11.8% | +67.5% | -79.3% | -14.2% |
| YTD | -23.2% | +39.7% | -62.9% | -24.7% |
| 1Y | -62.0% | +180.0% | -242.0% | -64.3% |
| 3Y | -57.6% | +337.3% | -394.9% | -62.3% |
| All | -57.6% | +352.7% | -410.3% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling