+24.9%
ESI vs VRSN
+31.7%
-6.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.3% | -6.0% | -4.1% |
| 7D | -6.6% | +3.6% | -10.2% | -5.2% |
| 30D | -10.9% | +8.8% | -19.7% | -7.7% |
| 3M | -13.8% | +6.6% | -20.4% | -11.3% |
| 6M | -21.5% | +16.7% | -38.2% | -15.1% |
| YTD | +34.7% | +32.1% | +2.5% | +49.2% |
| 1Y | +24.9% | +34.1% | -9.2% | +36.8% |
| All | +24.9% | +31.7% | -6.8% | +36.8% |
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