-61.8%
FND vs VRSN
+30.8%
-92.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.7% |
| 7D | -0.8% | -1.0% | +0.3% | -0.1% |
| 30D | -19.6% | -1.9% | -17.7% | -18.8% |
| 3M | -4.3% | +1.4% | -5.7% | -5.9% |
| 6M | -20.4% | +19.0% | -39.5% | -30.4% |
| YTD | -21.9% | +19.2% | -41.1% | -32.5% |
| 1Y | -45.2% | +1.7% | -46.9% | -47.0% |
| 3Y | -49.2% | +41.4% | -90.7% | -63.9% |
| 5Y | -61.8% | +31.7% | -93.5% | -71.1% |
| All | -61.8% | +30.8% | -92.6% | -71.1% |
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