+14.8%
VOO vs FISV
-4.0%
+18.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.2% | -4.6% | +1.3% |
| 7D | -0.7% | +29.6% | -30.4% | -2.0% |
| 30D | -1.1% | +34.5% | -35.5% | -2.6% |
| 3M | -0.3% | +11.2% | -11.6% | -0.8% |
| 6M | +7.4% | -1.2% | +8.6% | +8.8% |
| YTD | +13.4% | -7.6% | +21.0% | +15.0% |
| 1Y | +14.8% | -3.7% | +18.5% | +15.6% |
| All | +14.8% | -4.0% | +18.8% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling