+277.6%
FTI vs VRSN
+41.8%
+235.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.5% |
| 7D | -2.3% | -1.0% | -1.3% | -2.3% |
| 30D | +5.0% | -1.9% | +6.9% | +5.2% |
| 3M | +13.8% | +1.4% | +12.5% | +13.9% |
| 6M | +22.9% | +19.0% | +3.8% | +20.3% |
| YTD | +75.0% | +19.2% | +55.8% | +71.0% |
| 1Y | +96.9% | +1.7% | +95.2% | +98.8% |
| All | +277.6% | +41.8% | +235.9% | +251.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling