+446.1%
FISV price history and return analytics
+356.5%
+89.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +4.0% |
| 7D | +1.4% | +2.4% | -0.9% | -0.6% |
| 30D | +38.4% | -1.5% | +39.9% | +39.8% |
| 3M | +14.9% | -4.1% | +19.0% | +18.8% |
| 6M | +21.8% | +0.6% | +21.2% | +20.0% |
| YTD | -5.0% | +11.0% | -16.1% | -14.3% |
| 1Y | -1.2% | +13.3% | -14.5% | -12.4% |
| 3Y | -47.5% | +73.4% | -120.9% | -68.0% |
| 5Y | -36.7% | +57.4% | -94.2% | -58.1% |
| 10Y | +26.9% | +221.7% | -194.8% | -52.4% |
| All | +446.1% | +356.5% | +89.6% | +59.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling