+53.7%
VRSN vs FGI
+5.7%
+47.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.9% | -4.9% | +0.9% |
| 7D | -1.2% | +6.9% | -8.1% | -1.3% |
| 30D | +3.8% | +3.9% | -0.2% | +3.7% |
| 3M | +9.5% | +74.3% | -64.8% | +9.3% |
| 6M | +10.3% | +28.9% | -18.7% | +10.0% |
| YTD | +30.5% | +39.1% | -8.6% | +30.2% |
| 1Y | +27.9% | +49.3% | -21.5% | +27.6% |
| All | +53.7% | +5.7% | +47.9% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling