-48.9%
FND vs VRSN
+38.4%
-87.2%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.4% | -1.2% | -3.8% |
| 7D | +0.4% | -2.1% | +2.5% | +0.9% |
| 30D | -23.6% | -3.9% | -19.6% | -22.8% |
| 3M | +4.3% | -0.1% | +4.5% | +3.9% |
| 6M | -20.3% | +16.4% | -36.7% | -24.2% |
| YTD | -21.3% | +17.2% | -38.5% | -25.6% |
| 1Y | -45.4% | +1.0% | -46.4% | -45.8% |
| 3Y | -48.9% | +39.1% | -88.0% | -56.5% |
| All | -48.9% | +38.4% | -87.2% | -56.5% |
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