+46.9%
ED vs VRSN
+51.5%
-4.5%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | -0.1% | -0.8% | +0.8% | 0.0% |
| 30D | +11.6% | +0.7% | +10.9% | +11.5% |
| 3M | +10.5% | +4.1% | +6.4% | +10.0% |
| 6M | +13.2% | +6.7% | +6.5% | +12.2% |
| YTD | +22.1% | +27.1% | -4.9% | +18.3% |
| 1Y | +24.2% | +28.0% | -3.8% | +20.0% |
| 3Y | +46.9% | +52.6% | -5.7% | +38.3% |
| All | +46.9% | +51.5% | -4.5% | +38.3% |
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 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