+645.1%
VRSN vs PFG
+1,015.3%
-370.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.1% |
| 7D | +0.1% | +5.5% | -5.5% | -1.8% |
| 30D | -0.2% | +2.4% | -2.5% | -1.0% |
| 3M | -0.3% | +13.6% | -13.9% | -4.5% |
| 6M | +23.0% | +27.9% | -4.9% | +13.1% |
| YTD | +21.3% | +35.6% | -14.2% | +9.2% |
| 1Y | +6.7% | +48.5% | -41.7% | -7.0% |
| 3Y | +45.0% | +66.9% | -21.9% | +19.6% |
| 5Y | +35.0% | +111.0% | -75.9% | +1.6% |
| 10Y | +276.3% | +244.5% | +31.8% | +119.9% |
| All | +645.1% | +1,015.3% | -370.2% | +51.0% |
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