-57.6%
FISV vs VRSK
-26.5%
-31.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.3% |
| 7D | -2.7% | -5.2% | +2.5% | +0.3% |
| 30D | 0.0% | -2.3% | +2.4% | +1.2% |
| 3M | -2.8% | -2.9% | +0.1% | -1.5% |
| 6M | -11.8% | -12.8% | +1.0% | -5.4% |
| YTD | -23.2% | -20.8% | -2.4% | -11.7% |
| 1Y | -62.0% | -33.2% | -28.8% | -50.6% |
| 3Y | -57.6% | -26.6% | -31.0% | -45.0% |
| All | -57.6% | -26.5% | -31.2% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 3y: compounded portfolio wealth divided by compounded VRSK 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…
3y analysis · Full analysis span regression · 6 months rolling