-55.8%
FISV vs VRSN
+32.1%
-87.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | -7.2% | -1.5% | -5.7% | -6.6% |
| 30D | -7.2% | +0.7% | -7.9% | -7.5% |
| 3M | -8.2% | +0.6% | -8.7% | -8.5% |
| 6M | -17.7% | +21.7% | -39.4% | -25.0% |
| YTD | -27.2% | +20.0% | -47.2% | -33.4% |
| 1Y | -63.0% | +3.2% | -66.1% | -63.7% |
| 3Y | -59.8% | +42.4% | -102.1% | -66.5% |
| 5Y | -55.8% | +33.0% | -88.8% | -64.0% |
| All | -55.8% | +32.1% | -87.9% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling