+35,889.1%
VLO vs FISV
+11,002.6%
+24,886.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +5.2% | -0.3% | +5.5% | +5.3% |
| 30D | +22.6% | -2.1% | +24.6% | +23.2% |
| 3M | +43.8% | -5.7% | +49.5% | +45.2% |
| 6M | +65.7% | -15.3% | +81.1% | +71.4% |
| YTD | +131.1% | -21.1% | +152.2% | +142.8% |
| 1Y | +143.6% | -61.1% | +204.7% | +199.2% |
| 3Y | +201.4% | -56.8% | +258.2% | +248.8% |
| 5Y | +568.9% | -54.2% | +623.1% | +647.5% |
| 10Y | +891.8% | +1.6% | +890.2% | +807.8% |
| All | +35,889.1% | +11,002.6% | +24,886.5% | +16,491.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling