-20.6%
FISV vs VEEV
+34.2%
-54.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.8% |
| 7D | -6.4% | -7.1% | +0.7% | -3.9% |
| 30D | -6.8% | +11.1% | -18.0% | -11.0% |
| 3M | -10.0% | +55.5% | -65.5% | -25.6% |
| 6M | -20.6% | +33.4% | -54.0% | -26.0% |
| All | -20.6% | +34.2% | -54.9% | -26.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling