+107.9%
ASX vs VRSN
+29.4%
+78.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.1% | +7.5% | +6.0% |
| 7D | -19.9% | +0.5% | -20.4% | -19.7% |
| 30D | -30.9% | +4.9% | -35.8% | -29.5% |
| 3M | -15.1% | +5.8% | -20.9% | -12.7% |
| 6M | -6.5% | +12.6% | -19.0% | +0.8% |
| YTD | +98.4% | +28.2% | +70.2% | +124.9% |
| 1Y | +107.9% | +30.4% | +77.4% | +134.9% |
| All | +107.9% | +29.4% | +78.5% | +134.9% |
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