+693.7%
VRSN vs PFG
+1,008.7%
-315.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | -0.9% | +3.0% | -3.8% | -1.9% |
| 30D | +2.4% | +8.2% | -5.7% | -0.3% |
| 3M | +6.4% | +2.7% | +3.7% | +5.2% |
| 6M | +8.6% | +17.2% | -8.7% | +2.6% |
| YTD | +29.3% | +34.8% | -5.5% | +16.4% |
| 1Y | +27.2% | +43.6% | -16.4% | +12.0% |
| 3Y | +52.8% | +85.4% | -32.6% | +21.7% |
| 5Y | +36.7% | +102.2% | -65.4% | +4.3% |
| 10Y | +290.8% | +190.2% | +100.6% | +141.6% |
| All | +693.7% | +1,008.7% | -315.0% | +60.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling