+56.1%
B vs VRSN
+2.9%
+53.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +1.5% |
| 7D | +1.0% | -1.0% | +2.1% | +0.8% |
| 30D | +9.5% | -1.9% | +11.4% | +9.1% |
| 3M | +14.3% | +1.4% | +13.0% | +15.1% |
| 6M | -1.9% | +19.0% | -20.9% | +1.7% |
| YTD | +4.1% | +19.2% | -15.1% | +8.5% |
| 1Y | +56.1% | +1.7% | +54.4% | +50.2% |
| All | +56.1% | +2.9% | +53.2% | +50.2% |
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