-36.6%
EFX vs VRSN
+30.8%
-67.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.7% | -3.0% |
| 7D | -9.4% | -1.0% | -8.3% | -8.8% |
| 30D | -6.9% | -1.9% | -5.0% | -6.0% |
| 3M | +0.1% | +1.4% | -1.2% | -0.9% |
| 6M | -17.3% | +19.0% | -36.4% | -25.7% |
| YTD | -21.8% | +19.2% | -41.0% | -30.1% |
| 1Y | -32.5% | +1.7% | -34.2% | -34.0% |
| 3Y | -12.3% | +41.4% | -53.8% | -32.0% |
| 5Y | -36.6% | +31.7% | -68.3% | -47.5% |
| All | -36.6% | +30.8% | -67.4% | -47.5% |
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