-80.3%
FIG vs VRSN
+7.0%
-87.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.4% | -2.3% | -3.9% |
| 7D | -16.4% | -2.1% | -14.2% | -15.4% |
| 30D | -2.3% | -3.9% | +1.6% | -0.2% |
| 3M | +7.8% | -0.1% | +8.0% | +7.3% |
| 6M | -21.8% | +16.4% | -38.3% | -26.1% |
| YTD | -39.1% | +17.2% | -56.4% | -42.4% |
| 1Y | -56.6% | +1.0% | -57.6% | -59.3% |
| All | -80.3% | +7.0% | -87.3% | -79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling