+238.2%
ET vs VRSN
+30.0%
+208.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.7% |
| 7D | +0.4% | -2.1% | +2.6% | +0.8% |
| 30D | +6.9% | -3.9% | +10.8% | +7.6% |
| 3M | +13.1% | -0.1% | +13.2% | +12.8% |
| 6M | +18.7% | +16.4% | +2.3% | +14.3% |
| YTD | +37.4% | +17.2% | +20.2% | +31.7% |
| 1Y | +34.8% | +1.0% | +33.8% | +33.9% |
| 3Y | +96.8% | +39.1% | +57.7% | +76.7% |
| 5Y | +238.2% | +29.0% | +209.2% | +197.4% |
| All | +238.2% | +30.0% | +208.2% | +197.4% |
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 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