+15,876.9%
EME vs VRSN
+6,422.7%
+9,454.2%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.4% | +5.9% | +3.1% |
| 7D | +5.2% | -2.1% | +7.3% | +5.5% |
| 30D | -5.4% | -3.9% | -1.4% | -4.9% |
| 3M | -6.1% | -0.1% | -6.0% | -6.6% |
| 6M | +9.7% | +16.4% | -6.8% | +6.1% |
| YTD | +26.6% | +17.2% | +9.3% | +21.9% |
| 1Y | +24.6% | +1.0% | +23.6% | +22.9% |
| 3Y | +249.6% | +39.1% | +210.5% | +225.0% |
| 5Y | +556.6% | +29.0% | +527.5% | +514.6% |
| 10Y | +1,286.6% | +275.8% | +1,010.8% | +992.8% |
| All | +15,876.9% | +6,422.7% | +9,454.2% | +8,566.6% |
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