+18.0%
EME vs VRSN
+7.9%
+10.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.2% | +1.6% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | -8.3% | -0.2% | -8.1% | -8.1% |
| 3M | -10.7% | -0.3% | -10.5% | -8.9% |
| 6M | +1.9% | +23.0% | -21.1% | +9.9% |
| YTD | +23.5% | +21.3% | +2.1% | +35.5% |
| 1Y | +18.0% | +6.7% | +11.2% | +33.2% |
| All | +18.0% | +7.9% | +10.0% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling