+3,245.6%
ASX vs VRSN
+77.5%
+3,168.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.9% | +9.5% | +8.9% |
| 7D | -12.3% | -0.8% | -11.4% | -12.0% |
| 30D | -26.0% | +0.7% | -26.7% | -26.1% |
| 3M | -8.1% | +4.1% | -12.2% | -9.2% |
| 6M | +1.4% | +6.7% | -5.3% | -1.5% |
| YTD | +115.6% | +27.1% | +88.5% | +99.0% |
| 1Y | +128.0% | +28.0% | +100.1% | +110.0% |
| 3Y | +371.4% | +52.6% | +318.8% | +310.1% |
| 5Y | +469.4% | +33.3% | +436.1% | +412.2% |
| 10Y | +842.6% | +279.5% | +563.1% | +557.6% |
| All | +3,245.6% | +77.5% | +3,168.1% | +1,434.5% |
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