+69.4%
ENB vs VRSN
+30.8%
+38.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.3% | -1.0% |
| 7D | -0.3% | -1.0% | +0.7% | -0.2% |
| 30D | -1.1% | -1.9% | +0.8% | -0.8% |
| 3M | -8.5% | +1.4% | -9.8% | -8.9% |
| 6M | -4.5% | +19.0% | -23.6% | -8.1% |
| YTD | +9.1% | +19.2% | -10.1% | +4.8% |
| 1Y | +8.0% | +1.7% | +6.3% | +7.2% |
| 3Y | +77.8% | +41.4% | +36.4% | +61.5% |
| 5Y | +69.4% | +31.7% | +37.7% | +52.9% |
| All | +69.4% | +30.8% | +38.6% | +52.9% |
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