+948.7%
VTI vs FISV
+424.8%
+523.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | +1.2% |
| 7D | -0.4% | -6.4% | +6.1% | +2.3% |
| 30D | -1.6% | -6.8% | +5.2% | +0.9% |
| 3M | +3.6% | -10.0% | +13.5% | +6.6% |
| 6M | +13.0% | -20.6% | +33.6% | +21.4% |
| YTD | +12.7% | -27.6% | +40.3% | +24.9% |
| 1Y | +18.4% | -64.3% | +82.7% | +64.0% |
| 3Y | +76.4% | -60.0% | +136.4% | +118.7% |
| 5Y | +73.7% | -57.7% | +131.4% | +104.7% |
| 10Y | +302.5% | -3.0% | +305.5% | +202.7% |
| All | +948.7% | +424.8% | +523.9% | +230.6% |
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