-17.9%
COMP vs VRSN
+34.5%
-52.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -1.1% | +11.8% | +11.6% |
| 7D | +13.4% | +0.5% | +13.0% | +13.1% |
| 30D | +11.1% | +4.9% | +6.2% | +6.9% |
| 3M | -18.8% | +5.8% | -24.7% | -22.6% |
| 6M | +10.5% | +12.6% | -2.1% | -2.2% |
| YTD | -3.4% | +28.2% | -31.6% | -26.4% |
| 1Y | +19.7% | +30.4% | -10.7% | -10.7% |
| 3Y | +381.6% | +54.6% | +327.0% | +170.2% |
| All | -17.9% | +34.5% | -52.4% | -49.2% |
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 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