+2,979.8%
ASX vs VRSN
+79.1%
+2,900.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.1% | +7.5% | +6.7% |
| 7D | -19.9% | +0.5% | -20.4% | -20.0% |
| 30D | -30.9% | +4.9% | -35.8% | -31.6% |
| 3M | -15.1% | +5.8% | -20.9% | -16.4% |
| 6M | -6.5% | +12.6% | -19.0% | -10.3% |
| YTD | +98.4% | +28.2% | +70.2% | +82.8% |
| 1Y | +107.9% | +30.4% | +77.4% | +90.5% |
| 3Y | +325.3% | +54.6% | +270.7% | +268.8% |
| 5Y | +447.3% | +35.1% | +412.2% | +390.8% |
| 10Y | +763.2% | +294.0% | +469.2% | +497.0% |
| All | +2,979.8% | +79.1% | +2,900.6% | +1,309.6% |
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 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