+67.3%
ED vs VRSN
+30.0%
+37.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.4% |
| 7D | +0.5% | -2.1% | +2.7% | +0.8% |
| 30D | +1.1% | -3.9% | +5.0% | +1.7% |
| 3M | +4.6% | -0.1% | +4.8% | +4.5% |
| 6M | -2.0% | +16.4% | -18.4% | -4.8% |
| YTD | +11.7% | +17.2% | -5.5% | +8.1% |
| 1Y | +15.7% | +1.0% | +14.7% | +15.1% |
| 3Y | +34.4% | +39.1% | -4.7% | +24.1% |
| 5Y | +67.3% | +29.0% | +38.3% | +54.5% |
| All | +67.3% | +30.0% | +37.3% | +54.5% |
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