+575.6%
AU vs VRSN
+42.7%
+532.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.3% |
| 7D | -7.0% | -1.5% | -5.4% | -7.0% |
| 30D | +7.3% | +0.7% | +6.6% | +7.4% |
| 3M | +33.2% | +0.6% | +32.7% | +33.3% |
| 6M | -0.6% | +21.7% | -22.4% | -1.2% |
| YTD | +26.2% | +20.0% | +6.2% | +25.7% |
| 1Y | +68.3% | +3.2% | +65.1% | +70.4% |
| All | +575.6% | +42.7% | +532.8% | +555.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling