+2.0%
FISV price history and return analytics
+229.8%
-227.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +4.5% |
| 7D | -2.7% | -1.1% | -1.6% | -1.6% |
| 30D | 0.0% | -1.0% | +1.0% | +1.1% |
| 3M | -2.8% | +3.2% | -5.9% | -6.2% |
| 6M | -11.8% | +12.5% | -24.3% | -22.5% |
| YTD | -23.2% | +14.1% | -37.3% | -33.5% |
| 1Y | -62.0% | +18.9% | -80.9% | -68.4% |
| 3Y | -57.6% | +74.1% | -131.7% | -76.7% |
| 5Y | -53.4% | +66.9% | -120.3% | -73.2% |
| All | +2.0% | +229.8% | -227.8% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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