+7.5%
EMB vs VRSN
+34.7%
-27.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -0.9% | +1.4% | -2.3% | -1.1% |
| 30D | +0.4% | +3.9% | -3.5% | -0.2% |
| 3M | -3.1% | +9.3% | -12.4% | -4.3% |
| 6M | -2.1% | +6.7% | -8.7% | -3.1% |
| YTD | -1.1% | +30.0% | -31.1% | -5.3% |
| 1Y | -0.1% | +26.0% | -26.1% | -3.8% |
| 3Y | +29.6% | +53.1% | -23.5% | +18.9% |
| All | +7.5% | +34.7% | -27.2% | -1.6% |
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 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