+304.4%
VRSN vs PFG
+184.0%
+120.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +1.4% | +2.4% | -1.0% | +0.7% |
| 30D | +3.9% | +5.9% | -2.0% | +2.1% |
| 3M | +9.3% | -0.4% | +9.8% | +9.2% |
| 6M | +6.7% | +14.8% | -8.2% | +2.1% |
| YTD | +30.0% | +31.9% | -1.9% | +19.3% |
| 1Y | +26.0% | +38.8% | -12.8% | +13.8% |
| 3Y | +53.1% | +82.4% | -29.3% | +25.7% |
| 5Y | +35.0% | +94.7% | -59.7% | +7.7% |
| All | +304.4% | +184.0% | +120.4% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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