+3.1%
FERG vs VRSN
+31.7%
-28.6%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | +2.7% |
| 7D | +7.7% | +3.6% | +4.1% | +7.8% |
| 30D | +11.5% | +8.8% | +2.7% | +11.7% |
| 3M | -2.4% | +6.6% | -9.0% | -2.3% |
| 6M | -4.0% | +16.7% | -20.6% | -3.7% |
| YTD | +13.4% | +32.1% | -18.8% | +11.2% |
| 1Y | +3.1% | +34.1% | -31.0% | +2.2% |
| All | +3.1% | +31.7% | -28.6% | +2.2% |
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