+743.6%
FN vs VRSN
+287.3%
+456.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.1% | +12.7% | +12.0% |
| 7D | 0.0% | +0.5% | -0.5% | -0.1% |
| 30D | -34.3% | +4.9% | -39.2% | -35.3% |
| 3M | -39.9% | +5.8% | -45.7% | -41.2% |
| 6M | -51.8% | +12.6% | -64.4% | -54.7% |
| YTD | -28.1% | +28.2% | -56.4% | -37.0% |
| 1Y | -29.1% | +30.4% | -59.5% | -38.5% |
| 3Y | +102.4% | +54.6% | +47.9% | +55.5% |
| 5Y | +171.7% | +35.1% | +136.6% | +119.8% |
| All | +743.6% | +287.3% | +456.3% | +367.0% |
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