+295.8%
FTI vs VRSN
+299.1%
-3.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.5% |
| 7D | -4.4% | +0.2% | -4.6% | -4.5% |
| 30D | +1.5% | +3.8% | -2.3% | 0.0% |
| 3M | +8.2% | +5.0% | +3.2% | +5.5% |
| 6M | +18.8% | +24.9% | -6.0% | +7.6% |
| YTD | +71.7% | +21.6% | +50.1% | +56.0% |
| 1Y | +90.0% | +2.4% | +87.6% | +84.8% |
| 3Y | +270.5% | +47.3% | +223.1% | +201.5% |
| 5Y | +1,084.5% | +34.7% | +1,049.8% | +875.3% |
| All | +295.8% | +299.1% | -3.3% | +134.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling