+1,710.0%
EXC vs VRSN
+6,651.0%
-4,941.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -1.0% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | -3.7% | -0.2% | -3.6% | -3.7% |
| 3M | -1.3% | -0.3% | -1.0% | -1.3% |
| 6M | -9.7% | +23.0% | -32.7% | -11.2% |
| YTD | +2.9% | +21.3% | -18.5% | +1.2% |
| 1Y | +4.4% | +6.7% | -2.3% | +3.6% |
| 3Y | +22.2% | +45.0% | -22.7% | +18.3% |
| 5Y | +46.7% | +35.0% | +11.7% | +42.3% |
| 10Y | +155.3% | +276.3% | -121.0% | +134.1% |
| All | +1,710.0% | +6,651.0% | -4,941.1% | +1,493.0% |
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