+108.6%
FTV vs VRSN
+292.3%
-183.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +3.9% | +1.4% | +2.5% | +3.3% |
| 30D | +18.7% | +3.9% | +14.8% | +16.8% |
| 3M | +10.0% | +9.3% | +0.7% | +5.8% |
| 6M | +14.6% | +6.7% | +7.9% | +10.5% |
| YTD | +23.4% | +30.0% | -6.6% | +8.4% |
| 1Y | +31.3% | +26.0% | +5.3% | +16.9% |
| 3Y | +39.8% | +53.1% | -13.3% | +11.2% |
| 5Y | +17.7% | +35.0% | -17.3% | -2.7% |
| All | +108.6% | +292.3% | -183.8% | +13.8% |
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