+73.3%
D vs VRSN
+55.3%
+18.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.4% |
| 7D | +3.0% | +0.5% | +2.5% | +2.9% |
| 30D | +11.5% | +4.9% | +6.6% | +10.8% |
| 3M | +3.7% | +5.8% | -2.1% | +3.0% |
| 6M | +13.5% | +12.6% | +1.0% | +11.7% |
| YTD | +20.7% | +28.2% | -7.5% | +15.9% |
| 1Y | +18.2% | +30.4% | -12.2% | +13.0% |
| 3Y | +73.3% | +54.6% | +18.7% | +56.7% |
| All | +73.3% | +55.3% | +18.1% | +56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling