+20.5%
EXE vs VRSN
+54.2%
-33.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.7% |
| 7D | +1.5% | -1.2% | +2.8% | +1.7% |
| 30D | -0.2% | +3.8% | -4.0% | -0.7% |
| 3M | -9.2% | +9.5% | -18.8% | -10.4% |
| 6M | -7.2% | +10.3% | -17.5% | -8.5% |
| YTD | -18.3% | +30.5% | -48.8% | -22.1% |
| 1Y | -23.6% | +27.9% | -51.5% | -26.9% |
| All | +20.5% | +54.2% | -33.7% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling