-57.6%
FISV vs VTR
+132.9%
-190.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +5.9% | +5.5% |
| 7D | -2.7% | -0.3% | -2.4% | -2.6% |
| 30D | 0.0% | +1.1% | -1.1% | -0.2% |
| 3M | -2.8% | +7.9% | -10.7% | -4.3% |
| 6M | -11.8% | +6.2% | -18.0% | -13.2% |
| YTD | -23.2% | +17.7% | -40.9% | -26.0% |
| 1Y | -62.0% | +32.9% | -94.9% | -64.5% |
| 3Y | -57.6% | +129.7% | -187.3% | -65.9% |
| All | -57.6% | +132.9% | -190.5% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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