+1,157.0%
FTI vs VRSN
+30.8%
+1,126.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.8% |
| 7D | -2.3% | -1.0% | -1.3% | -2.1% |
| 30D | +5.0% | -1.9% | +6.9% | +5.3% |
| 3M | +13.8% | +1.4% | +12.5% | +13.3% |
| 6M | +22.9% | +19.0% | +3.8% | +17.2% |
| YTD | +75.0% | +19.2% | +55.8% | +66.2% |
| 1Y | +96.9% | +1.7% | +95.2% | +95.4% |
| 3Y | +276.7% | +41.4% | +235.3% | +233.2% |
| 5Y | +1,157.0% | +31.7% | +1,125.4% | +1,051.5% |
| All | +1,157.0% | +30.8% | +1,126.3% | +1,051.5% |
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 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