+156.3%
FDX vs VRSN
+289.3%
-133.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.8% |
| 7D | +0.2% | -0.8% | +1.0% | +0.5% |
| 30D | +9.3% | +0.7% | +8.6% | +9.0% |
| 3M | +0.5% | +4.1% | -3.7% | -1.2% |
| 6M | +5.3% | +6.7% | -1.4% | +1.7% |
| YTD | +38.6% | +27.1% | +11.5% | +23.5% |
| 1Y | +53.5% | +28.0% | +25.6% | +36.2% |
| 3Y | +74.2% | +52.6% | +21.6% | +40.5% |
| 5Y | +75.3% | +33.3% | +42.0% | +46.8% |
| 10Y | +156.3% | +279.5% | -123.3% | +44.4% |
| All | +156.3% | +289.3% | -133.0% | +44.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling