+88.3%
ESI vs VRSN
+41.8%
+46.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.2% |
| 7D | +3.9% | -1.0% | +5.0% | +3.9% |
| 30D | -3.8% | -1.9% | -1.9% | -3.7% |
| 3M | -13.1% | +1.4% | -14.5% | -12.7% |
| 6M | +11.3% | +19.0% | -7.7% | +7.8% |
| YTD | +44.1% | +19.2% | +24.9% | +39.3% |
| 1Y | +40.3% | +1.7% | +38.7% | +42.0% |
| All | +88.3% | +41.8% | +46.5% | +62.0% |
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