+43.8%
EXC vs VRSN
+34.5%
+9.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.7% |
| 7D | -1.2% | +0.5% | -1.6% | -1.3% |
| 30D | +10.0% | +4.9% | +5.0% | +8.7% |
| 3M | +1.6% | +5.8% | -4.2% | +0.2% |
| 6M | +3.3% | +12.6% | -9.3% | -0.1% |
| YTD | +7.6% | +28.2% | -20.7% | +0.2% |
| 1Y | +3.5% | +30.4% | -27.0% | -4.2% |
| 3Y | +27.7% | +54.6% | -26.9% | +10.2% |
| All | +43.8% | +34.5% | +9.3% | +23.9% |
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