+82.2%
IVV vs FISV
-55.8%
+138.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | +0.1% |
| 7D | +0.5% | -1.6% | +2.1% | +0.8% |
| 30D | -1.0% | -3.0% | +2.0% | -0.5% |
| 3M | +3.9% | -3.5% | +7.4% | +4.0% |
| 6M | +14.5% | -19.4% | +33.9% | +18.3% |
| YTD | +12.9% | -24.3% | +37.2% | +17.8% |
| 1Y | +19.4% | -62.4% | +81.7% | +39.7% |
| 3Y | +78.8% | -58.2% | +137.0% | +84.3% |
| 5Y | +82.2% | -56.5% | +138.7% | +75.2% |
| All | +82.2% | -55.8% | +138.0% | +75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling