-62.0%
FISV vs VRSN
+4.1%
-66.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.3% | +4.1% | +4.7% |
| 7D | -2.7% | +0.2% | -2.9% | -2.8% |
| 30D | 0.0% | +3.8% | -3.7% | -1.8% |
| 3M | -2.8% | +5.0% | -7.8% | -5.3% |
| 6M | -11.8% | +24.9% | -36.7% | -22.8% |
| YTD | -23.2% | +21.6% | -44.8% | -31.7% |
| 1Y | -62.0% | +2.4% | -64.4% | -63.9% |
| All | -62.0% | +4.1% | -66.1% | -63.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling