-61.1%
FISV vs VEEV
+2.5%
-63.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +1.8% |
| 7D | -0.3% | -0.6% | +0.2% | -0.2% |
| 30D | -2.1% | +28.8% | -30.9% | -12.6% |
| 3M | -5.7% | +54.0% | -59.8% | -22.3% |
| 6M | -15.3% | +46.0% | -61.3% | -28.5% |
| YTD | -21.1% | +23.2% | -44.3% | -29.8% |
| 1Y | -61.1% | +1.9% | -62.9% | -62.3% |
| All | -61.1% | +2.5% | -63.6% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 1y: compounded portfolio wealth divided by compounded VEEV 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…
1y analysis · Full analysis span regression · 6 months rolling