+72.7%
IVV vs FISV
-36.4%
+109.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.3% | +2.2% |
| 7D | +0.1% | +22.3% | -22.2% | -3.4% |
| 30D | -3.3% | +39.2% | -42.5% | -8.8% |
| 3M | -2.4% | +21.2% | -23.6% | -5.9% |
| 6M | +2.6% | +14.5% | -11.9% | -0.5% |
| YTD | +11.3% | -5.4% | +16.7% | +11.5% |
| 1Y | +13.4% | -0.3% | +13.7% | +12.3% |
| 3Y | +80.3% | -46.8% | +127.1% | +74.2% |
| 5Y | +72.7% | -36.2% | +109.0% | +48.1% |
| All | +72.7% | -36.4% | +109.1% | +48.1% |
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