+22.0%
VZ vs FISV
-64.1%
+86.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +3.0% | -1.3% |
| 7D | -1.0% | -6.4% | +5.5% | -0.9% |
| 30D | +5.8% | -6.8% | +12.6% | +5.8% |
| 3M | +10.5% | -10.0% | +20.5% | +10.5% |
| 6M | +1.8% | -20.6% | +22.4% | +1.6% |
| YTD | +28.3% | -27.6% | +55.8% | +28.0% |
| 1Y | +22.0% | -64.3% | +86.3% | +23.4% |
| All | +22.0% | -64.1% | +86.1% | +23.4% |
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