-4.4%
FTV vs VRSN
+41.8%
-46.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.6% |
| 7D | -1.3% | -1.0% | -0.2% | -1.1% |
| 30D | -9.5% | -1.9% | -7.6% | -9.2% |
| 3M | -10.9% | +1.4% | -12.3% | -11.4% |
| 6M | -0.6% | +19.0% | -19.7% | -5.8% |
| YTD | +1.4% | +19.2% | -17.8% | -4.2% |
| 1Y | +17.6% | +1.7% | +16.0% | +16.5% |
| All | -4.4% | +41.8% | -46.2% | -19.6% |
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