+113.6%
C vs VRSN
+34.7%
+78.9%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +4.2% | +1.4% | +2.8% | +3.8% |
| 30D | +2.0% | +3.9% | -1.9% | +1.0% |
| 3M | -10.1% | +9.3% | -19.4% | -12.2% |
| 6M | +1.0% | +6.7% | -5.7% | -1.1% |
| YTD | +8.5% | +30.0% | -21.6% | -1.1% |
| 1Y | +25.7% | +26.0% | -0.3% | +15.8% |
| 3Y | +216.0% | +53.1% | +162.9% | +165.1% |
| All | +113.6% | +34.7% | +78.9% | +69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling