+128.3%
ETR vs VRSN
+31.2%
+97.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -2.9% | -1.6% |
| 7D | +0.4% | -1.0% | +1.4% | +0.6% |
| 30D | +2.0% | -1.9% | +3.9% | +2.3% |
| 3M | -1.7% | +1.4% | -3.1% | -2.2% |
| 6M | +3.6% | +19.0% | -15.5% | -0.9% |
| YTD | +18.0% | +19.2% | -1.2% | +12.6% |
| 1Y | +26.2% | +1.7% | +24.6% | +25.2% |
| 3Y | +148.0% | +41.4% | +106.6% | +122.1% |
| All | +128.3% | +31.2% | +97.1% | +102.5% |
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