+25.3%
F vs VRSN
+1.6%
+23.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.9% | -4.3% |
| 7D | +1.2% | -2.1% | +3.3% | +1.1% |
| 30D | +1.2% | -3.9% | +5.1% | +1.2% |
| 3M | -5.7% | -0.1% | -5.5% | -5.6% |
| 6M | +17.9% | +16.4% | +1.5% | +17.9% |
| YTD | +10.4% | +17.2% | -6.8% | +10.4% |
| 1Y | +25.3% | +1.0% | +24.4% | +31.0% |
| All | +25.3% | +1.6% | +23.7% | +31.0% |
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 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