+256.8%
FITB vs VRSN
+6,651.0%
-6,394.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | -0.1% |
| 7D | +0.6% | +0.1% | +0.6% | +0.6% |
| 30D | -4.7% | -0.2% | -4.6% | -4.8% |
| 3M | +6.7% | -0.3% | +7.0% | +6.4% |
| 6M | +12.6% | +23.0% | -10.4% | +7.3% |
| YTD | +19.1% | +21.3% | -2.2% | +13.7% |
| 1Y | +22.6% | +6.7% | +15.9% | +20.0% |
| 3Y | +127.1% | +45.0% | +82.2% | +107.6% |
| 5Y | +71.8% | +35.0% | +36.8% | +58.4% |
| 10Y | +287.2% | +276.3% | +10.8% | +193.9% |
| All | +256.8% | +6,651.0% | -6,394.3% | +49.3% |
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 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