+1,070.3%
D vs VRSN
+7,159.8%
-6,089.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.5% |
| 7D | -2.4% | -1.2% | -1.2% | -2.4% |
| 30D | +9.0% | +3.8% | +5.2% | +8.8% |
| 3M | +1.0% | +9.5% | -8.6% | +0.4% |
| 6M | +11.0% | +10.3% | +0.7% | +10.3% |
| YTD | +19.8% | +30.5% | -10.7% | +17.8% |
| 1Y | +16.0% | +27.9% | -11.9% | +14.1% |
| 3Y | +74.4% | +54.3% | +20.1% | +69.6% |
| 5Y | +13.5% | +37.2% | -23.6% | +10.8% |
| 10Y | +48.4% | +293.1% | -244.7% | +38.7% |
| All | +1,070.3% | +7,159.8% | -6,089.4% | +1,000.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling