+2.9%
EXC vs VRSN
+29.6%
-26.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.3% |
| 7D | +0.1% | -0.9% | +0.9% | +0.1% |
| 30D | +9.0% | +2.4% | +6.6% | +8.9% |
| 3M | +3.3% | +6.4% | -3.1% | +3.1% |
| 6M | +5.7% | +8.6% | -2.9% | +5.3% |
| YTD | +7.3% | +29.3% | -21.9% | +5.1% |
| 1Y | +2.9% | +27.2% | -24.3% | +0.6% |
| All | +2.9% | +29.6% | -26.7% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling