+132.0%
C vs VRSN
+30.8%
+101.2%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.4% |
| 7D | +2.6% | -1.0% | +3.6% | +2.8% |
| 30D | +1.9% | -1.9% | +3.8% | +2.3% |
| 3M | +2.8% | +1.4% | +1.4% | +2.0% |
| 6M | +30.6% | +19.0% | +11.5% | +22.7% |
| YTD | +19.9% | +19.2% | +0.7% | +12.0% |
| 1Y | +44.6% | +1.7% | +42.9% | +42.7% |
| 3Y | +272.1% | +41.4% | +230.7% | +219.9% |
| 5Y | +132.0% | +31.7% | +100.3% | +95.6% |
| All | +132.0% | +30.8% | +101.2% | +95.6% |
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