+906.2%
FN vs VRSN
+276.1%
+630.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.6% | +3.3% |
| 7D | -1.7% | +0.1% | -1.7% | -1.7% |
| 30D | -22.0% | -0.2% | -21.8% | -22.2% |
| 3M | -43.0% | -0.3% | -42.7% | -43.7% |
| 6M | -27.7% | +23.0% | -50.7% | -35.2% |
| YTD | -10.5% | +21.3% | -31.9% | -20.0% |
| 1Y | +12.5% | +6.7% | +5.8% | +6.2% |
| 3Y | +153.8% | +45.0% | +108.8% | +100.1% |
| 5Y | +288.0% | +35.0% | +253.0% | +211.4% |
| All | +906.2% | +276.1% | +630.0% | +429.4% |
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 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