-57.7%
FISV vs VXUS
+54.3%
-112.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.6% | -3.9% |
| 7D | -6.4% | +0.3% | -6.7% | -6.5% |
| 30D | -6.8% | +0.7% | -7.5% | -7.2% |
| 3M | -10.0% | +4.8% | -14.7% | -13.1% |
| 6M | -20.6% | +11.3% | -32.0% | -27.2% |
| YTD | -27.6% | +16.5% | -44.1% | -36.0% |
| 1Y | -64.3% | +24.3% | -88.6% | -69.9% |
| 3Y | -60.0% | +74.5% | -134.5% | -74.8% |
| 5Y | -57.7% | +54.3% | -112.0% | -70.8% |
| All | -57.7% | +54.3% | -112.0% | -70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling