+19.3%
A vs VRSN
+29.0%
-9.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.6% |
| 7D | -0.1% | -1.2% | +1.1% | -0.1% |
| 30D | +3.3% | +3.8% | -0.5% | +3.2% |
| 3M | +18.5% | +9.5% | +9.0% | +18.3% |
| 6M | +59.3% | +10.3% | +49.0% | +58.6% |
| YTD | +31.0% | +30.5% | +0.5% | +29.1% |
| 1Y | +19.3% | +27.9% | -8.6% | +18.8% |
| All | +19.3% | +29.0% | -9.7% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 1y: compounded portfolio wealth divided by compounded VRSN 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…
1y analysis · Full analysis span regression · 6 months rolling