-3.7%
FISV vs VXUS
+16.4%
-20.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.0% | +4.3% | +6.2% |
| 7D | +29.6% | +0.2% | +29.5% | +29.6% |
| 30D | +34.5% | -2.3% | +36.8% | +34.6% |
| 3M | +11.2% | -2.8% | +14.0% | +11.4% |
| 6M | -1.2% | +2.6% | -3.8% | -2.5% |
| YTD | -7.6% | +12.0% | -19.6% | -14.1% |
| 1Y | -3.7% | +16.5% | -20.2% | -13.8% |
| All | -3.7% | +16.4% | -20.2% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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