-2.0%
FISV vs VTEB
+0.7%
-2.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.2% |
| 7D | +29.4% | +1.2% | +28.2% | +26.1% |
| 30D | +38.0% | +4.2% | +33.8% | +27.4% |
| 3M | +15.9% | -0.5% | +16.5% | +16.3% |
| 6M | +9.5% | -0.6% | +10.1% | +10.0% |
| YTD | -6.6% | +0.3% | -6.9% | -4.4% |
| 1Y | -2.0% | +0.8% | -2.8% | +2.7% |
| All | -2.0% | +0.7% | -2.6% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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