+693.0%
FN vs VRSN
+292.3%
+400.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.2% | -7.5% | -7.4% |
| 7D | +0.3% | +1.4% | -1.1% | -0.3% |
| 30D | -16.5% | +3.9% | -20.4% | -17.6% |
| 3M | -42.1% | +9.3% | -51.4% | -44.1% |
| 6M | -52.9% | +6.7% | -59.5% | -54.7% |
| YTD | -28.0% | +30.0% | -58.0% | -37.2% |
| 1Y | -18.5% | +26.0% | -44.5% | -28.1% |
| 3Y | +93.9% | +53.1% | +40.7% | +49.8% |
| 5Y | +170.5% | +35.0% | +135.5% | +119.1% |
| All | +693.0% | +292.3% | +400.6% | +315.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling