+990.1%
VZ vs FISV
+11,002.6%
-10,012.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +7.9% | -2.1% | +9.9% | +8.2% |
| 3M | +13.6% | -5.7% | +19.4% | +14.5% |
| 6M | +1.1% | -15.3% | +16.4% | +3.4% |
| YTD | +29.3% | -21.1% | +50.4% | +33.5% |
| 1Y | +21.2% | -61.1% | +82.3% | +37.9% |
| 3Y | +75.9% | -56.8% | +132.7% | +92.2% |
| 5Y | +24.1% | -54.2% | +78.3% | +32.3% |
| 10Y | +62.4% | +1.6% | +60.8% | +45.6% |
| All | +990.1% | +11,002.6% | -10,012.5% | +442.6% |
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