-20.2%
DOW vs VRSN
+53.7%
-73.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +5.2% | +1.4% | +3.8% | +4.9% |
| 30D | +13.2% | +3.9% | +9.3% | +12.2% |
| 3M | +10.1% | +9.3% | +0.8% | +7.6% |
| 6M | -13.1% | +6.7% | -19.7% | -14.6% |
| YTD | +46.1% | +30.0% | +16.1% | +34.8% |
| 1Y | +50.0% | +26.0% | +24.0% | +40.0% |
| 3Y | -20.2% | +53.1% | -73.4% | -34.4% |
| All | -20.2% | +53.7% | -73.9% | -34.4% |
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