+219.6%
B vs VRSN
+7,034.5%
-6,814.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.6% |
| 7D | +9.6% | +0.5% | +9.1% | +9.6% |
| 30D | +3.5% | +4.9% | -1.4% | +3.4% |
| 3M | -1.6% | +5.8% | -7.4% | -1.7% |
| 6M | -1.7% | +12.6% | -14.2% | -2.0% |
| YTD | -5.3% | +28.2% | -33.6% | -5.9% |
| 1Y | +27.2% | +30.4% | -3.2% | +26.4% |
| 3Y | +166.1% | +54.6% | +111.5% | +163.2% |
| 5Y | +136.5% | +35.1% | +101.4% | +134.2% |
| 10Y | +172.2% | +294.0% | -121.8% | +167.0% |
| All | +219.6% | +7,034.5% | -6,814.9% | +253.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling