+351.3%
FERG vs VRSN
+299.1%
+52.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.5% |
| 7D | -2.6% | +0.2% | -2.8% | -2.6% |
| 30D | -8.9% | +3.8% | -12.7% | -9.6% |
| 3M | -2.0% | +5.0% | -7.1% | -3.1% |
| 6M | -3.2% | +24.9% | -28.1% | -7.9% |
| YTD | +1.5% | +21.6% | -20.1% | -3.2% |
| 1Y | +0.5% | +2.4% | -1.9% | -0.7% |
| 3Y | +50.4% | +47.3% | +3.1% | +36.6% |
| 5Y | +68.7% | +34.7% | +33.9% | +52.9% |
| All | +351.3% | +299.1% | +52.2% | +293.7% |
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