+502.5%
FIX vs VRSN
+53.4%
+449.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.8% |
| 7D | +17.0% | +0.1% | +16.9% | +17.0% |
| 30D | -30.6% | +3.6% | -34.1% | -30.5% |
| 3M | -35.0% | +10.8% | -45.8% | -34.7% |
| 6M | -44.0% | +9.9% | -53.9% | -43.4% |
| YTD | +21.1% | +29.8% | -8.7% | +18.2% |
| 1Y | +16.3% | +26.3% | -10.0% | +14.3% |
| All | +502.5% | +53.4% | +449.1% | +470.4% |
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