+241.5%
EME vs VRSN
+41.8%
+199.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.3% |
| 7D | +2.7% | -1.0% | +3.8% | +2.7% |
| 30D | -6.8% | -1.9% | -4.9% | -6.8% |
| 3M | -8.8% | +1.4% | -10.2% | -8.3% |
| 6M | +5.0% | +19.0% | -14.1% | +3.9% |
| YTD | +23.5% | +19.2% | +4.3% | +22.5% |
| 1Y | +21.3% | +1.7% | +19.6% | +24.7% |
| All | +241.5% | +41.8% | +199.8% | +227.0% |
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