+45.6%
C vs VRSN
+1.6%
+44.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.9% |
| 7D | +3.2% | -2.1% | +5.3% | +3.0% |
| 30D | +1.3% | -3.9% | +5.2% | +1.0% |
| 3M | +3.1% | -0.1% | +3.3% | +3.5% |
| 6M | +29.6% | +16.4% | +13.2% | +29.3% |
| YTD | +19.0% | +17.2% | +1.7% | +17.9% |
| 1Y | +45.6% | +1.0% | +44.7% | +56.8% |
| All | +45.6% | +1.6% | +44.0% | +56.8% |
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