+2.4%
EXE vs VRSN
+2.1%
+0.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.7% |
| 7D | -2.7% | -1.0% | -1.7% | -2.7% |
| 30D | -0.4% | -1.9% | +1.5% | -0.3% |
| 3M | +9.5% | +1.4% | +8.1% | +9.7% |
| 6M | -9.3% | +19.0% | -28.4% | -10.8% |
| YTD | -10.9% | +19.2% | -30.1% | -12.8% |
| All | +2.4% | +2.1% | +0.3% | +4.4% |
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