+376.5%
FIS vs VRSN
+616.5%
-240.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | -2.2% | -0.2% | -2.1% | -2.2% |
| 3M | +2.1% | -0.3% | +2.4% | +2.2% |
| 6M | -14.7% | +23.0% | -37.7% | -19.3% |
| YTD | -35.7% | +21.3% | -57.0% | -39.0% |
| 1Y | -37.1% | +6.7% | -43.8% | -38.4% |
| 3Y | -20.0% | +45.0% | -65.0% | -28.2% |
| 5Y | -62.1% | +35.0% | -97.2% | -65.5% |
| 10Y | -37.4% | +276.3% | -313.7% | -54.3% |
| All | +376.5% | +616.5% | -240.0% | +157.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling