+89.4%
DD vs VRSN
+53.7%
+35.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +5.0% | +1.4% | +3.5% | +4.7% |
| 30D | +19.7% | +3.9% | +15.8% | +19.0% |
| 3M | +7.2% | +9.3% | -2.1% | +5.6% |
| 6M | +1.0% | +6.7% | -5.6% | -0.1% |
| YTD | +29.1% | +30.0% | -0.9% | +20.8% |
| 1Y | +28.5% | +26.0% | +2.5% | +21.5% |
| 3Y | +89.4% | +53.1% | +36.3% | +58.8% |
| All | +89.4% | +53.7% | +35.8% | +58.8% |
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