+351.7%
VRSN vs PFGC
+485.1%
-133.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | +1.4% | +3.4% | -2.0% | +0.9% |
| 30D | +3.9% | +16.9% | -13.1% | +1.5% |
| 3M | +9.3% | +6.4% | +2.9% | +8.2% |
| 6M | +6.7% | +16.0% | -9.4% | +4.2% |
| YTD | +30.0% | +23.6% | +6.4% | +25.4% |
| 1Y | +26.0% | +16.6% | +9.4% | +22.4% |
| 3Y | +53.1% | +82.3% | -29.1% | +38.7% |
| 5Y | +35.0% | +138.7% | -103.7% | +17.0% |
| 10Y | +291.7% | +352.8% | -61.1% | +206.6% |
| All | +351.7% | +485.1% | -133.4% | +238.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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