+49.0%
FND vs VRSN
+258.8%
-209.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | -6.8% | +1.4% | -8.2% | -7.7% |
| 30D | +8.0% | +3.9% | +4.1% | +5.4% |
| 3M | -18.9% | +9.3% | -28.3% | -23.5% |
| 6M | +4.7% | +6.7% | -2.0% | -0.8% |
| YTD | -21.6% | +30.0% | -51.6% | -35.8% |
| 1Y | -22.0% | +26.0% | -48.0% | -34.8% |
| 3Y | -40.4% | +53.1% | -93.6% | -58.2% |
| 5Y | -63.8% | +35.0% | -98.8% | -72.5% |
| All | +49.0% | +258.8% | -209.8% | -20.5% |
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