+211.6%
FTI vs VRSN
+53.7%
+157.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +4.3% | +1.4% | +2.9% | +4.2% |
| 30D | -4.7% | +3.9% | -8.5% | -4.9% |
| 3M | -13.5% | +9.3% | -22.9% | -14.0% |
| 6M | -8.7% | +6.7% | -15.4% | -8.8% |
| YTD | +49.0% | +30.0% | +19.0% | +44.3% |
| 1Y | +54.0% | +26.0% | +28.0% | +50.1% |
| 3Y | +211.6% | +53.1% | +158.5% | +168.5% |
| All | +211.6% | +53.7% | +157.9% | +168.5% |
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 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