+313.4%
IVV vs FISV
+28.5%
+284.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.0% |
| 7D | -0.9% | +3.0% | -3.9% | -1.8% |
| 30D | -2.3% | +38.8% | -41.1% | -11.7% |
| 3M | -1.2% | +21.2% | -22.4% | -7.3% |
| 6M | +3.3% | +17.5% | -14.2% | -3.2% |
| YTD | +12.3% | -4.9% | +17.2% | +11.7% |
| 1Y | +12.5% | -0.6% | +13.1% | +10.1% |
| 3Y | +79.2% | -47.4% | +126.6% | +88.4% |
| 5Y | +75.6% | -36.0% | +111.7% | +63.8% |
| 10Y | +313.4% | +27.1% | +286.3% | +183.3% |
| All | +313.4% | +28.5% | +284.9% | +183.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 10y: compounded portfolio wealth divided by compounded FISV 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…
10y analysis · Full analysis span regression · 6 months rolling