+1,032.2%
D vs VRSN
+6,651.0%
-5,618.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | +0.4% | +0.1% | +0.4% | +0.4% |
| 30D | -3.6% | -0.2% | -3.4% | -3.6% |
| 3M | -1.0% | -0.3% | -0.7% | -1.0% |
| 6M | +6.3% | +23.0% | -16.7% | +4.9% |
| YTD | +14.7% | +21.3% | -6.6% | +13.3% |
| 1Y | +16.9% | +6.7% | +10.2% | +16.3% |
| 3Y | +56.8% | +45.0% | +11.8% | +53.1% |
| 5Y | +5.2% | +35.0% | -29.8% | +2.8% |
| 10Y | +35.9% | +276.3% | -240.5% | +27.4% |
| All | +1,032.2% | +6,651.0% | -5,618.9% | +969.0% |
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