-21.7%
FN vs VRSN
+27.4%
-49.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.9% | +12.8% | +11.3% |
| 7D | +16.3% | -0.8% | +17.1% | +15.7% |
| 30D | -24.7% | +0.7% | -25.4% | -24.5% |
| 3M | -34.9% | +4.1% | -39.1% | -32.6% |
| 6M | -41.1% | +6.7% | -47.8% | -35.6% |
| YTD | -19.6% | +27.1% | -46.7% | +1.9% |
| All | -21.7% | +27.4% | -49.1% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling