+93.0%
FOXA vs VRSN
+32.1%
+61.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.9% |
| 7D | -3.7% | -1.5% | -2.2% | -3.3% |
| 30D | +5.4% | +0.7% | +4.6% | +5.0% |
| 3M | -3.7% | +0.6% | -4.3% | -4.1% |
| 6M | +12.6% | +21.7% | -9.2% | +6.0% |
| YTD | -10.0% | +20.0% | -30.0% | -15.1% |
| 1Y | +15.0% | +3.2% | +11.9% | +13.0% |
| 3Y | +115.1% | +42.4% | +72.7% | +90.6% |
| 5Y | +93.0% | +33.0% | +60.1% | +72.0% |
| All | +93.0% | +32.1% | +61.0% | +72.0% |
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