-62.0%
FISV vs VEEV
-5.2%
-56.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.2% |
| 7D | -2.7% | -4.6% | +1.9% | -0.8% |
| 30D | 0.0% | +8.6% | -8.6% | -3.8% |
| 3M | -2.8% | +62.4% | -65.2% | -21.7% |
| 6M | -11.8% | +40.3% | -52.1% | -24.3% |
| YTD | -23.2% | +17.5% | -40.8% | -30.5% |
| 1Y | -62.0% | -6.1% | -55.9% | -61.7% |
| All | -62.0% | -5.2% | -56.8% | -61.7% |
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