+203.1%
FITB vs VRSN
+291.7%
-88.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | +7.3% | +3.6% | +3.8% | +5.7% |
| 3M | -6.3% | +10.8% | -17.1% | -10.3% |
| 6M | +12.6% | +9.9% | +2.6% | +7.1% |
| YTD | +18.0% | +29.8% | -11.8% | +3.5% |
| 1Y | +28.9% | +26.3% | +2.6% | +14.4% |
| 3Y | +139.4% | +53.5% | +85.9% | +88.9% |
| 5Y | +47.2% | +34.8% | +12.4% | +20.9% |
| All | +203.1% | +291.7% | -88.5% | +65.8% |
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