+48.9%
VRSN vs FGI
-70.0%
+118.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.7% |
| 7D | -0.9% | -4.1% | +3.2% | -0.8% |
| 30D | +2.4% | -3.4% | +5.8% | +2.4% |
| 3M | +6.4% | +61.8% | -55.4% | +5.4% |
| 6M | +8.6% | +17.0% | -8.5% | +7.7% |
| YTD | +29.3% | +31.4% | -2.1% | +27.4% |
| 1Y | +27.2% | +42.7% | -15.5% | +25.0% |
| 3Y | +52.8% | -0.1% | +53.0% | +49.5% |
| All | +48.9% | -70.0% | +118.9% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling