+102.4%
FN vs VRSN
+55.3%
+47.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.1% | +12.7% | +11.4% |
| 7D | 0.0% | +0.5% | -0.5% | 0.0% |
| 30D | -34.3% | +4.9% | -39.2% | -33.6% |
| 3M | -39.9% | +5.8% | -45.7% | -38.8% |
| 6M | -51.8% | +12.6% | -64.4% | -49.8% |
| YTD | -28.1% | +28.2% | -56.4% | -23.9% |
| 1Y | -29.1% | +30.4% | -59.5% | -25.0% |
| 3Y | +102.4% | +54.6% | +47.9% | +96.0% |
| All | +102.4% | +55.3% | +47.2% | +96.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling