+321.5%
VRSN vs PFGC
+419.1%
-97.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +0.1% | -2.2% | +2.3% | +0.4% |
| 30D | -0.2% | -11.9% | +11.8% | +1.6% |
| 3M | -0.3% | +5.0% | -5.3% | -1.0% |
| 6M | +23.0% | +8.6% | +14.4% | +21.3% |
| YTD | +21.3% | +9.7% | +11.7% | +19.2% |
| 1Y | +6.7% | -6.3% | +13.0% | +7.1% |
| 3Y | +45.0% | +58.2% | -13.3% | +34.1% |
| 5Y | +35.0% | +110.4% | -75.4% | +19.1% |
| 10Y | +276.3% | +272.8% | +3.6% | +203.2% |
| All | +321.5% | +419.1% | -97.6% | +222.0% |
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