+297.8%
VTI vs FISV
+3.1%
+294.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | -0.8% |
| 7D | -0.9% | -2.7% | +1.8% | -0.2% |
| 30D | -1.4% | 0.0% | -1.5% | -1.7% |
| 3M | +3.6% | -2.8% | +6.4% | +3.4% |
| 6M | +13.6% | -11.8% | +25.4% | +16.3% |
| YTD | +12.9% | -23.2% | +36.1% | +20.4% |
| 1Y | +17.2% | -62.0% | +79.2% | +50.1% |
| 3Y | +75.7% | -57.6% | +133.3% | +98.7% |
| 5Y | +75.4% | -53.4% | +128.8% | +84.4% |
| All | +297.8% | +3.1% | +294.6% | +188.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling