+609.6%
VLO vs FISV
-57.7%
+667.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | +4.0% | -7.2% | +11.2% | +5.0% |
| 30D | +19.0% | -7.2% | +26.2% | +20.1% |
| 3M | +50.0% | -8.2% | +58.1% | +51.3% |
| 6M | +79.1% | -17.7% | +96.8% | +82.9% |
| YTD | +140.3% | -27.2% | +167.4% | +149.7% |
| 1Y | +148.3% | -63.0% | +211.3% | +182.7% |
| 3Y | +194.6% | -59.8% | +254.4% | +212.5% |
| 5Y | +609.6% | -55.8% | +665.4% | +634.5% |
| All | +609.6% | -57.7% | +667.3% | +634.5% |
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