-71.9%
FIS vs VRSN
+34.1%
-106.0%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | -1.0% |
| 7D | -29.4% | -0.8% | -28.6% | -29.3% |
| 30D | -16.7% | +0.7% | -17.4% | -17.2% |
| 3M | -33.0% | +4.1% | -37.1% | -34.4% |
| 6M | -33.3% | +6.7% | -40.0% | -35.6% |
| YTD | -56.0% | +27.1% | -83.1% | -60.9% |
| 1Y | -54.6% | +28.0% | -82.6% | -59.7% |
| 3Y | -40.6% | +52.6% | -93.3% | -53.0% |
| 5Y | -71.9% | +33.3% | -105.2% | -78.6% |
| All | -71.9% | +34.1% | -106.0% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling