-0.1%
FTV vs VRSN
+30.8%
-30.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.8% |
| 7D | -1.3% | -1.0% | -0.2% | -0.9% |
| 30D | -9.5% | -1.9% | -7.6% | -9.0% |
| 3M | -10.9% | +1.4% | -12.3% | -11.8% |
| 6M | -0.6% | +19.0% | -19.7% | -8.4% |
| YTD | +1.4% | +19.2% | -17.8% | -6.9% |
| 1Y | +17.6% | +1.7% | +16.0% | +15.4% |
| 3Y | -3.3% | +41.4% | -44.7% | -20.4% |
| 5Y | -0.1% | +31.7% | -31.8% | -17.3% |
| All | -0.1% | +30.8% | -30.9% | -17.3% |
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 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