+318.9%
FISV price history and return analytics
+364.8%
-45.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.3% |
| 7D | -7.2% | -2.0% | -5.2% | -5.6% |
| 30D | -7.2% | -1.4% | -5.8% | -6.0% |
| 3M | -8.2% | +4.7% | -12.9% | -12.2% |
| 6M | -17.7% | +11.4% | -29.0% | -25.6% |
| YTD | -27.2% | +13.1% | -40.2% | -35.0% |
| 1Y | -63.0% | +19.0% | -82.0% | -68.4% |
| 3Y | -59.8% | +73.9% | -133.7% | -75.5% |
| 5Y | -55.8% | +65.4% | -121.2% | -71.8% |
| 10Y | -2.4% | +225.4% | -227.8% | -63.6% |
| All | +318.9% | +364.8% | -45.9% | +21.2% |
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