+257.3%
FITB vs VRSN
+7,135.0%
-6,877.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +2.8% | +1.4% | +1.3% | +2.5% |
| 30D | +9.8% | +3.9% | +5.9% | +8.9% |
| 3M | -5.2% | +9.3% | -14.5% | -6.9% |
| 6M | +17.3% | +6.7% | +10.7% | +15.3% |
| YTD | +19.3% | +30.0% | -10.7% | +12.2% |
| 1Y | +32.7% | +26.0% | +6.7% | +25.6% |
| 3Y | +141.6% | +53.1% | +88.5% | +118.2% |
| 5Y | +48.9% | +35.0% | +13.8% | +37.2% |
| 10Y | +216.5% | +291.7% | -75.2% | +138.2% |
| All | +257.3% | +7,135.0% | -6,877.7% | +47.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling