-39.1%
FND vs VRSN
+53.4%
-92.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.3% |
| 7D | -5.1% | +0.1% | -5.3% | -5.2% |
| 30D | +9.2% | +3.6% | +5.6% | +8.3% |
| 3M | -17.7% | +10.8% | -28.5% | -19.6% |
| 6M | +2.5% | +9.9% | -7.5% | -0.4% |
| YTD | -19.8% | +29.8% | -49.6% | -25.9% |
| 1Y | -22.7% | +26.3% | -49.0% | -27.9% |
| All | -39.1% | +53.4% | -92.5% | -50.5% |
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