+94.8%
AUR vs VRSN
+44.6%
+50.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.2% | +1.3% |
| 7D | +1.4% | +0.2% | +1.2% | +1.3% |
| 30D | -6.4% | +3.8% | -10.2% | -7.4% |
| 3M | +7.7% | +5.0% | +2.7% | +6.2% |
| 6M | +44.5% | +24.9% | +19.6% | +33.1% |
| YTD | +67.4% | +21.6% | +45.8% | +54.9% |
| 1Y | +15.4% | +2.4% | +13.0% | +16.5% |
| 3Y | +94.8% | +47.3% | +47.5% | +58.9% |
| All | +94.8% | +44.6% | +50.2% | +58.9% |
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