+144.3%
AR vs VRSN
+30.0%
+114.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | +0.2% |
| 7D | -1.8% | -2.1% | +0.3% | -1.2% |
| 30D | +12.6% | -3.9% | +16.5% | +13.9% |
| 3M | +10.0% | -0.1% | +10.2% | +9.7% |
| 6M | +0.6% | +16.4% | -15.8% | -5.3% |
| YTD | +13.4% | +17.2% | -3.8% | +5.9% |
| 1Y | +21.7% | +1.0% | +20.7% | +20.2% |
| 3Y | +45.8% | +39.1% | +6.7% | +22.4% |
| 5Y | +144.3% | +29.0% | +115.2% | +122.6% |
| All | +144.3% | +30.0% | +114.2% | +122.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling