+397.6%
VRT vs FISV
-49.3%
+447.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +1.5% |
| 7D | +18.6% | -2.0% | +20.6% | +18.6% |
| 30D | -11.7% | +31.8% | -43.5% | -11.6% |
| 3M | -27.3% | +19.3% | -46.6% | -27.2% |
| 6M | -42.9% | +12.1% | -54.9% | -42.6% |
| YTD | +29.5% | -8.4% | +37.9% | +31.3% |
| 1Y | +21.0% | -4.5% | +25.5% | +22.2% |
| All | +397.6% | -49.3% | +447.0% | +363.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling