+3,552.3%
ASX vs VRSN
+69.5%
+3,482.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +2.0% | -0.2% | +2.1% | +1.9% |
| 3M | -1.3% | -0.3% | -1.0% | -2.3% |
| 6M | +71.4% | +23.0% | +48.5% | +60.3% |
| YTD | +135.3% | +21.3% | +114.0% | +119.9% |
| 1Y | +267.5% | +6.7% | +260.8% | +254.4% |
| 3Y | +388.5% | +45.0% | +343.5% | +330.3% |
| 5Y | +417.1% | +35.0% | +382.1% | +363.8% |
| 10Y | +872.7% | +276.3% | +596.4% | +579.9% |
| All | +3,552.3% | +69.5% | +3,482.8% | +1,595.7% |
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