+96.9%
AU vs VRSN
+7.9%
+89.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.4% |
| 7D | -3.6% | +0.1% | -3.7% | -3.6% |
| 30D | +23.9% | -0.2% | +24.0% | +23.9% |
| 3M | +19.1% | -0.3% | +19.4% | +18.9% |
| 6M | -0.2% | +23.0% | -23.1% | +3.7% |
| YTD | +32.5% | +21.3% | +11.1% | +39.3% |
| 1Y | +96.9% | +6.7% | +90.2% | +107.5% |
| All | +96.9% | +7.9% | +89.0% | +107.5% |
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 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