-78.5%
VFC vs VRSN
+28.6%
-107.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -0.4% |
| 7D | +0.8% | -2.1% | +3.0% | +1.7% |
| 30D | -11.9% | -3.9% | -8.0% | -10.6% |
| 3M | -20.2% | -0.1% | -20.0% | -20.7% |
| 6M | -23.0% | +16.4% | -39.4% | -29.7% |
| YTD | -26.2% | +17.2% | -43.5% | -33.4% |
| 1Y | -13.3% | +1.0% | -14.3% | -15.4% |
| 3Y | -25.5% | +39.1% | -64.6% | -40.5% |
| All | -78.5% | +28.6% | -107.1% | -82.8% |
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 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