+499.7%
FICO vs VRSN
+287.3%
+212.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.3% |
| 7D | -0.9% | +0.5% | -1.4% | -1.4% |
| 30D | +3.3% | +4.9% | -1.6% | -0.6% |
| 3M | -31.7% | +5.8% | -37.5% | -34.7% |
| 6M | -34.0% | +12.6% | -46.5% | -40.1% |
| YTD | -58.3% | +28.2% | -86.6% | -65.6% |
| 1Y | -57.9% | +30.4% | -88.4% | -65.7% |
| 3Y | -24.1% | +54.6% | -78.6% | -47.2% |
| 5Y | +85.3% | +35.1% | +50.2% | +39.6% |
| All | +499.7% | +287.3% | +212.4% | +178.1% |
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