-63.0%
FND vs VRSN
+35.4%
-98.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.1% |
| 7D | -5.1% | +0.1% | -5.3% | -5.3% |
| 30D | +9.2% | +3.6% | +5.6% | +6.8% |
| 3M | -17.7% | +10.8% | -28.5% | -22.8% |
| 6M | +2.5% | +9.9% | -7.5% | -4.6% |
| YTD | -19.8% | +29.8% | -49.6% | -34.3% |
| 1Y | -22.7% | +26.3% | -49.0% | -35.4% |
| 3Y | -38.3% | +53.5% | -91.8% | -58.2% |
| 5Y | -63.0% | +34.8% | -97.8% | -72.5% |
| All | -63.0% | +35.4% | -98.3% | -72.5% |
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 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