+165.5%
B vs VRSN
+53.7%
+111.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -7.3% | +1.4% | -8.7% | -7.3% |
| 30D | -3.3% | +3.9% | -7.2% | -3.4% |
| 3M | -7.8% | +9.3% | -17.1% | -7.8% |
| 6M | -15.5% | +6.7% | -22.2% | -15.4% |
| YTD | -12.3% | +30.0% | -42.3% | -13.9% |
| 1Y | +5.4% | +26.0% | -20.6% | +3.9% |
| 3Y | +165.5% | +53.1% | +112.4% | +151.4% |
| All | +165.5% | +53.7% | +111.9% | +151.4% |
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