+77.9%
ESI vs VRSN
+28.6%
+49.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +3.9% | +1.5% |
| 7D | +5.4% | -2.1% | +7.5% | +6.0% |
| 30D | -4.2% | -3.9% | -0.3% | -3.2% |
| 3M | -9.6% | -0.1% | -9.5% | -10.3% |
| 6M | +18.3% | +16.4% | +1.9% | +9.1% |
| YTD | +45.8% | +17.2% | +28.6% | +33.1% |
| 1Y | +39.2% | +1.0% | +38.2% | +36.2% |
| 3Y | +86.3% | +39.1% | +47.2% | +50.2% |
| All | +77.9% | +28.6% | +49.3% | +50.8% |
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 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