+561.6%
A vs VRSN
+343.4%
+218.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +0.8% | +3.6% | -2.7% | -0.4% |
| 3M | +16.9% | +10.8% | +6.1% | +12.5% |
| 6M | +53.8% | +9.9% | +43.8% | +47.5% |
| YTD | +28.1% | +29.8% | -1.7% | +15.0% |
| 1Y | +15.0% | +26.3% | -11.3% | +4.3% |
| 3Y | +63.1% | +53.5% | +9.6% | +36.1% |
| 5Y | +11.5% | +34.8% | -23.3% | -3.2% |
| 10Y | +303.2% | +291.0% | +12.1% | +141.8% |
| All | +561.6% | +343.4% | +218.2% | +106.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling