+2,159.9%
FTI vs VRSN
+609.1%
+1,550.9%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +5.3% | +0.1% | +5.2% | +5.2% |
| 30D | +15.3% | -0.2% | +15.5% | +15.2% |
| 3M | +15.8% | -0.3% | +16.1% | +15.1% |
| 6M | +22.6% | +23.0% | -0.4% | +14.5% |
| YTD | +79.5% | +21.3% | +58.2% | +67.6% |
| 1Y | +102.0% | +6.7% | +95.3% | +95.0% |
| 3Y | +315.8% | +45.0% | +270.9% | +264.0% |
| 5Y | +1,129.5% | +35.0% | +1,094.5% | +983.1% |
| 10Y | +320.9% | +276.3% | +44.6% | +180.8% |
| All | +2,159.9% | +609.1% | +1,550.9% | +857.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling