+2,271.1%
ETR vs VRSN
+7,135.0%
-4,863.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +1.2% | +1.4% | -0.3% | +1.1% |
| 30D | +7.0% | +3.9% | +3.2% | +6.8% |
| 3M | +4.6% | +9.3% | -4.7% | +4.1% |
| 6M | +0.1% | +6.7% | -6.5% | -0.3% |
| YTD | +23.2% | +30.0% | -6.9% | +21.3% |
| 1Y | +20.6% | +26.0% | -5.4% | +18.9% |
| 3Y | +156.3% | +53.1% | +103.1% | +149.8% |
| 5Y | +159.6% | +35.0% | +124.6% | +154.0% |
| 10Y | +377.1% | +291.7% | +85.4% | +350.6% |
| All | +2,271.1% | +7,135.0% | -4,863.9% | +2,173.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling