+131.1%
FITB vs VRSN
+38.4%
+92.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.1% |
| 7D | +2.8% | -2.1% | +5.0% | +3.2% |
| 30D | -4.5% | -3.9% | -0.6% | -3.9% |
| 3M | +5.7% | -0.1% | +5.8% | +5.5% |
| 6M | +17.1% | +16.4% | +0.7% | +12.4% |
| YTD | +18.3% | +17.2% | +1.1% | +13.1% |
| 1Y | +23.9% | +1.0% | +22.9% | +23.2% |
| 3Y | +131.1% | +39.1% | +92.0% | +98.7% |
| All | +131.1% | +38.4% | +92.7% | +98.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling