+289.3%
FN vs VRSN
+34.9%
+254.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.6% | +3.2% |
| 7D | -1.7% | +0.1% | -1.7% | -1.7% |
| 30D | -22.0% | -0.2% | -21.8% | -22.0% |
| 3M | -43.0% | -0.3% | -42.7% | -43.0% |
| 6M | -27.7% | +23.0% | -50.7% | -32.6% |
| YTD | -10.5% | +21.3% | -31.9% | -16.5% |
| 1Y | +12.5% | +6.7% | +5.8% | +10.0% |
| 3Y | +153.8% | +45.0% | +108.8% | +109.7% |
| All | +289.3% | +34.9% | +254.4% | +234.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling