+46.0%
F vs VRSN
+44.8%
+1.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +5.3% | +0.1% | +5.3% | +5.3% |
| 30D | +4.6% | -0.2% | +4.7% | +4.6% |
| 3M | -3.7% | -0.3% | -3.4% | -3.7% |
| 6M | +16.8% | +23.0% | -6.2% | +11.0% |
| YTD | +15.3% | +21.3% | -6.1% | +9.7% |
| 1Y | +31.0% | +6.7% | +24.3% | +29.5% |
| All | +46.0% | +44.8% | +1.2% | +27.2% |
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