+1,049.9%
ALL vs VRSN
+6,651.0%
-5,601.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | 0.0% | +0.1% | 0.0% | 0.0% |
| 30D | -1.5% | -0.2% | -1.3% | -1.5% |
| 3M | +23.6% | -0.3% | +23.9% | +23.6% |
| 6M | +22.3% | +23.0% | -0.6% | +18.8% |
| YTD | +26.5% | +21.3% | +5.2% | +23.0% |
| 1Y | +27.0% | +6.7% | +20.3% | +25.5% |
| 3Y | +149.6% | +45.0% | +104.6% | +136.2% |
| 5Y | +118.1% | +35.0% | +83.1% | +107.0% |
| 10Y | +369.0% | +276.3% | +92.6% | +293.5% |
| All | +1,049.9% | +6,651.0% | -5,601.1% | +525.5% |
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