+282.0%
FITB vs VRSN
+293.8%
-11.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | +0.2% |
| 7D | -1.0% | -1.5% | +0.6% | -0.4% |
| 30D | -5.5% | +0.7% | -6.2% | -5.9% |
| 3M | +4.1% | +0.6% | +3.6% | +3.2% |
| 6M | +18.7% | +21.7% | -3.0% | +7.7% |
| YTD | +18.2% | +20.0% | -1.8% | +7.3% |
| 1Y | +23.7% | +3.2% | +20.5% | +19.8% |
| 3Y | +130.8% | +42.4% | +88.4% | +88.5% |
| 5Y | +69.8% | +33.0% | +36.8% | +39.7% |
| All | +282.0% | +293.8% | -11.8% | +121.9% |
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