+282.7%
FLEX vs VRSN
+53.7%
+229.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | +7.5% | +1.4% | +6.0% | +7.7% |
| 30D | -25.3% | +3.9% | -29.1% | -24.9% |
| 3M | -39.7% | +9.3% | -49.0% | -38.8% |
| 6M | -47.9% | +6.7% | -54.5% | -46.4% |
| YTD | +24.1% | +30.0% | -5.9% | +25.9% |
| 1Y | +26.0% | +26.0% | -0.1% | +28.3% |
| 3Y | +282.7% | +53.1% | +229.6% | +226.7% |
| All | +282.7% | +53.7% | +229.0% | +226.7% |
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