+953.6%
VRT vs FISV
-58.4%
+1,012.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.3% | -5.3% | -8.7% |
| 7D | +2.4% | -6.4% | +8.8% | +3.9% |
| 30D | -2.7% | -6.8% | +4.2% | -1.3% |
| 3M | -9.2% | -10.0% | +0.8% | -8.0% |
| 6M | -0.5% | -20.6% | +20.1% | +3.5% |
| YTD | +62.3% | -27.6% | +89.9% | +72.5% |
| 1Y | +109.6% | -64.3% | +173.9% | +166.2% |
| 3Y | +573.1% | -60.0% | +633.1% | +568.3% |
| 5Y | +953.6% | -57.7% | +1,011.3% | +780.7% |
| All | +953.6% | -58.4% | +1,012.1% | +780.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling