+2,174.5%
ETR vs VRSN
+6,651.0%
-4,476.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.5% |
| 7D | +1.4% | +0.1% | +1.4% | +1.4% |
| 30D | +1.0% | -0.2% | +1.1% | +1.0% |
| 3M | -1.3% | -0.3% | -1.0% | -1.3% |
| 6M | +1.9% | +23.0% | -21.1% | +0.7% |
| YTD | +18.2% | +21.3% | -3.2% | +16.8% |
| 1Y | +24.7% | +6.7% | +18.0% | +24.0% |
| 3Y | +150.7% | +45.0% | +105.7% | +145.1% |
| 5Y | +127.0% | +35.0% | +92.0% | +122.2% |
| 10Y | +295.5% | +276.3% | +19.1% | +274.5% |
| All | +2,174.5% | +6,651.0% | -4,476.6% | +2,088.8% |
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 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