+1,223.6%
FISV vs VRSN
+6,422.7%
-5,199.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.7% | -3.3% |
| 7D | -1.6% | -2.1% | +0.6% | -1.1% |
| 30D | -3.0% | -3.9% | +1.0% | -2.1% |
| 3M | -3.5% | -0.1% | -3.4% | -3.5% |
| 6M | -19.4% | +16.4% | -35.8% | -22.2% |
| YTD | -24.3% | +17.2% | -41.5% | -27.2% |
| 1Y | -62.4% | +1.0% | -63.4% | -62.5% |
| 3Y | -58.2% | +39.1% | -97.3% | -61.4% |
| 5Y | -56.5% | +29.0% | -85.5% | -59.4% |
| 10Y | -0.5% | +275.8% | -276.4% | -24.9% |
| All | +1,223.6% | +6,422.7% | -5,199.1% | +379.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling