+56.7%
FND vs VRSN
+234.8%
-178.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.2% | +2.0% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -19.9% | -0.2% | -19.7% | -19.9% |
| 3M | +2.7% | -0.3% | +3.0% | +2.0% |
| 6M | -21.7% | +23.0% | -44.7% | -32.8% |
| YTD | -17.5% | +21.3% | -38.9% | -29.3% |
| 1Y | -39.3% | +6.7% | -46.0% | -43.4% |
| 3Y | -49.8% | +45.0% | -94.7% | -63.6% |
| 5Y | -60.1% | +35.0% | -95.1% | -69.6% |
| All | +56.7% | +234.8% | -178.1% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling