-3.7%
FISV vs VYM
+21.8%
-25.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.2% | +5.0% | +5.1% |
| 7D | +29.6% | +1.2% | +28.5% | +28.2% |
| 30D | +34.5% | +5.2% | +29.2% | +28.0% |
| 3M | +11.2% | +0.5% | +10.7% | +10.7% |
| 6M | -1.2% | +7.7% | -8.9% | -7.6% |
| YTD | -7.6% | +17.2% | -24.8% | -20.0% |
| 1Y | -3.7% | +21.7% | -25.4% | -20.2% |
| All | -3.7% | +21.8% | -25.5% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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