+822.6%
VOO vs FISV
+288.0%
+534.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.5% | +0.9% |
| 7D | +0.5% | -1.6% | +2.1% | +1.1% |
| 30D | -0.9% | -3.0% | +2.0% | -0.1% |
| 3M | +3.9% | -3.5% | +7.4% | +4.0% |
| 6M | +14.5% | -19.4% | +33.9% | +21.7% |
| YTD | +13.0% | -24.3% | +37.2% | +22.1% |
| 1Y | +19.4% | -62.4% | +81.8% | +58.5% |
| 3Y | +78.9% | -58.2% | +137.0% | +108.6% |
| 5Y | +82.3% | -56.5% | +138.8% | +102.5% |
| 10Y | +314.2% | -0.5% | +314.8% | +163.4% |
| All | +822.6% | +288.0% | +534.6% | +126.3% |
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