+23.6%
VRT vs FISV
-1.6%
+25.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.7% | -7.3% | -2.7% |
| 7D | +10.5% | +1.4% | +9.1% | +11.0% |
| 30D | -9.3% | +38.4% | -47.8% | -1.5% |
| 3M | -29.6% | +14.9% | -44.5% | -27.1% |
| 6M | -45.4% | +21.8% | -67.1% | -41.4% |
| YTD | +24.8% | -5.0% | +29.9% | +25.6% |
| 1Y | +23.6% | -1.2% | +24.8% | +24.9% |
| All | +23.6% | -1.6% | +25.3% | +24.9% |
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