+62.1%
EMR vs VRSN
+38.4%
+23.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +2.9% | 0.0% |
| 7D | +3.1% | -2.1% | +5.2% | +3.3% |
| 30D | -3.5% | -3.9% | +0.4% | -3.1% |
| 3M | +9.8% | -0.1% | +9.9% | +9.6% |
| 6M | +10.8% | +16.4% | -5.6% | +6.8% |
| YTD | +15.9% | +17.2% | -1.3% | +11.2% |
| 1Y | +16.4% | +1.0% | +15.4% | +16.5% |
| 3Y | +62.1% | +39.1% | +23.0% | +40.4% |
| All | +62.1% | +38.4% | +23.7% | +40.4% |
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