+2,385.0%
ELV vs VRSN
+777.3%
+1,607.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -0.7% |
| 7D | -0.3% | -2.1% | +1.9% | +0.2% |
| 30D | +2.0% | -3.9% | +5.9% | +2.8% |
| 3M | -3.5% | -0.1% | -3.4% | -3.8% |
| 6M | +40.2% | +16.4% | +23.8% | +35.3% |
| YTD | +15.8% | +17.2% | -1.4% | +11.4% |
| 1Y | +33.2% | +1.0% | +32.2% | +31.8% |
| 3Y | -6.2% | +39.1% | -45.3% | -13.4% |
| 5Y | +16.4% | +29.0% | -12.6% | +7.9% |
| 10Y | +259.8% | +275.8% | -16.1% | +178.4% |
| All | +2,385.0% | +777.3% | +1,607.7% | +1,228.6% |
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