+347.6%
EAT vs VRSN
+36.4%
+311.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.8% |
| 7D | -5.9% | -0.9% | -5.0% | -5.5% |
| 30D | +0.7% | +2.4% | -1.8% | -0.3% |
| 3M | -14.2% | +6.4% | -20.6% | -16.7% |
| 6M | +40.7% | +8.6% | +32.2% | +34.1% |
| YTD | +36.0% | +29.3% | +6.7% | +17.1% |
| 1Y | +83.1% | +27.2% | +55.9% | +59.0% |
| 3Y | +474.8% | +52.8% | +422.0% | +327.9% |
| 5Y | +347.6% | +36.7% | +310.9% | +218.0% |
| All | +347.6% | +36.4% | +311.2% | +218.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling