+423.7%
FISV vs VTV
+706.8%
-283.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.2% |
| 7D | -7.2% | -2.1% | -5.2% | -5.4% |
| 30D | -7.2% | -1.3% | -5.9% | -6.0% |
| 3M | -8.2% | +5.6% | -13.8% | -12.8% |
| 6M | -17.7% | +12.4% | -30.1% | -26.4% |
| YTD | -27.2% | +17.6% | -44.8% | -37.6% |
| 1Y | -63.0% | +23.5% | -86.5% | -69.5% |
| 3Y | -59.8% | +67.0% | -126.8% | -75.0% |
| 5Y | -55.8% | +80.5% | -136.3% | -74.2% |
| 10Y | -2.4% | +230.6% | -233.0% | -66.6% |
| All | +423.7% | +706.8% | -283.1% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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