+68.4%
FITB vs VRSN
+30.8%
+37.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.1% |
| 7D | -0.4% | -1.0% | +0.7% | -0.1% |
| 30D | -5.1% | -1.9% | -3.3% | -4.7% |
| 3M | +3.5% | +1.4% | +2.2% | +2.7% |
| 6M | +17.2% | +19.0% | -1.8% | +9.2% |
| YTD | +17.6% | +19.2% | -1.6% | +9.1% |
| 1Y | +23.4% | +1.7% | +21.7% | +21.3% |
| 3Y | +129.7% | +41.4% | +88.3% | +93.0% |
| 5Y | +68.4% | +31.7% | +36.8% | +43.3% |
| All | +68.4% | +30.8% | +37.7% | +43.3% |
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