+39.1%
VRSN vs FDS
-30.4%
+69.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.3% | +0.9% | -2.2% |
| 7D | -2.1% | -5.4% | +3.2% | -0.7% |
| 30D | -3.9% | +1.6% | -5.5% | -4.4% |
| 3M | -0.1% | +17.7% | -17.9% | -4.9% |
| 6M | +16.4% | +29.1% | -12.6% | +7.5% |
| YTD | +17.2% | +1.0% | +16.3% | +15.5% |
| 1Y | +1.0% | -21.6% | +22.6% | +6.9% |
| 3Y | +39.1% | -30.1% | +69.2% | +45.1% |
| All | +39.1% | -30.4% | +69.5% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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