+47.7%
FND vs VRSN
+235.5%
-187.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.2% |
| 7D | -5.8% | +0.2% | -6.0% | -5.9% |
| 30D | -20.2% | +3.8% | -24.0% | -22.1% |
| 3M | -12.0% | +5.0% | -17.0% | -15.1% |
| 6M | -18.5% | +24.9% | -43.4% | -30.7% |
| YTD | -22.3% | +21.6% | -43.9% | -33.4% |
| 1Y | -47.6% | +2.4% | -50.1% | -49.9% |
| 3Y | -49.8% | +47.3% | -97.1% | -64.0% |
| 5Y | -63.0% | +34.7% | -97.7% | -71.8% |
| All | +47.7% | +235.5% | -187.8% | -17.6% |
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 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