-49.2%
FLUT vs VRSN
+30.0%
-79.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.7% |
| 7D | +3.8% | -2.1% | +6.0% | +4.6% |
| 30D | +6.3% | -3.9% | +10.2% | +7.6% |
| 3M | -4.0% | -0.1% | -3.9% | -4.2% |
| 6M | -10.3% | +16.4% | -26.7% | -15.3% |
| YTD | -53.2% | +17.2% | -70.4% | -56.1% |
| 1Y | -65.0% | +1.0% | -66.0% | -65.5% |
| 3Y | -43.9% | +39.1% | -83.0% | -51.5% |
| 5Y | -49.2% | +29.0% | -78.3% | -57.4% |
| All | -49.2% | +30.0% | -79.3% | -57.4% |
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 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