+949.4%
ED vs VRSN
+7,159.8%
-6,210.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.1% |
| 7D | -0.9% | -1.2% | +0.3% | -0.9% |
| 30D | +11.2% | +3.8% | +7.4% | +11.0% |
| 3M | +11.8% | +9.5% | +2.3% | +11.4% |
| 6M | +14.1% | +10.3% | +3.8% | +13.6% |
| YTD | +23.0% | +30.5% | -7.5% | +21.5% |
| 1Y | +23.7% | +27.9% | -4.2% | +22.3% |
| 3Y | +47.7% | +54.3% | -6.6% | +44.9% |
| 5Y | +82.6% | +37.2% | +45.5% | +79.4% |
| 10Y | +141.8% | +293.1% | -151.3% | +130.8% |
| All | +949.4% | +7,159.8% | -6,210.4% | +859.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling