+148.7%
EWY vs VRSN
+33.8%
+114.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +3.0% |
| 7D | -0.1% | +0.2% | -0.3% | -0.1% |
| 30D | +7.3% | +3.8% | +3.5% | +6.6% |
| 3M | -5.1% | +5.0% | -10.1% | -6.3% |
| 6M | +42.1% | +24.9% | +17.2% | +33.4% |
| YTD | +94.1% | +21.6% | +72.5% | +82.9% |
| 1Y | +147.8% | +2.4% | +145.4% | +145.4% |
| 3Y | +222.9% | +47.3% | +175.6% | +178.4% |
| All | +148.7% | +33.8% | +114.9% | +117.6% |
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