+26.0%
C vs VRSN
+31.7%
-5.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.3% | +1.8% |
| 7D | +1.1% | +3.6% | -2.5% | +1.5% |
| 30D | -2.4% | +8.8% | -11.2% | -1.4% |
| 3M | -8.4% | +6.6% | -15.0% | -7.7% |
| 6M | +0.3% | +16.7% | -16.3% | +2.9% |
| YTD | +9.1% | +32.1% | -23.0% | +12.6% |
| 1Y | +26.0% | +34.1% | -8.0% | +30.3% |
| All | +26.0% | +31.7% | -5.6% | +30.3% |
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 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