+20.7%
EXE vs VRSN
+38.4%
-17.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.8% |
| 7D | -1.8% | -2.1% | +0.3% | -1.5% |
| 30D | +6.4% | -3.9% | +10.3% | +6.9% |
| 3M | +9.2% | -0.1% | +9.4% | +9.3% |
| 6M | -7.0% | +16.4% | -23.4% | -9.6% |
| YTD | -9.5% | +17.2% | -26.7% | -12.4% |
| 1Y | +6.2% | +1.0% | +5.2% | +5.9% |
| 3Y | +20.7% | +39.1% | -18.4% | +8.6% |
| All | +20.7% | +38.4% | -17.6% | +8.6% |
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 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