+87.7%
EEM vs VRSN
+41.8%
+45.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.6% |
| 7D | +2.0% | -1.0% | +3.0% | +2.0% |
| 30D | +5.1% | -1.9% | +7.0% | +5.2% |
| 3M | +4.6% | +1.4% | +3.2% | +4.6% |
| 6M | +17.8% | +19.0% | -1.3% | +15.2% |
| YTD | +25.8% | +19.2% | +6.6% | +23.0% |
| 1Y | +36.4% | +1.7% | +34.7% | +37.3% |
| All | +87.7% | +41.8% | +45.9% | +73.0% |
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 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