+17.6%
FTV vs VRSN
+35.4%
-17.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.1% |
| 7D | +3.7% | +0.1% | +3.6% | +3.6% |
| 30D | +16.8% | +3.6% | +13.3% | +15.4% |
| 3M | +10.4% | +10.8% | -0.4% | +6.1% |
| 6M | +12.8% | +9.9% | +2.9% | +8.0% |
| YTD | +23.3% | +29.8% | -6.5% | +9.5% |
| 1Y | +31.0% | +26.3% | +4.7% | +17.7% |
| 3Y | +38.6% | +53.5% | -14.9% | +10.6% |
| 5Y | +17.6% | +34.8% | -17.2% | -3.4% |
| All | +17.6% | +35.4% | -17.8% | -3.4% |
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