+101.4%
EXE vs VRSN
+30.8%
+70.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.0% |
| 7D | -2.7% | -1.0% | -1.7% | -2.5% |
| 30D | -0.4% | -1.9% | +1.5% | 0.0% |
| 3M | +9.5% | +1.4% | +8.1% | +8.8% |
| 6M | -9.3% | +19.0% | -28.4% | -14.1% |
| YTD | -10.9% | +19.2% | -30.1% | -16.0% |
| 1Y | +4.3% | +1.7% | +2.6% | +3.1% |
| 3Y | +18.8% | +41.4% | -22.6% | +3.8% |
| 5Y | +101.4% | +31.7% | +69.8% | +78.5% |
| All | +101.4% | +30.8% | +70.7% | +78.5% |
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