+663.2%
FLEX vs VRSN
+34.9%
+628.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | -0.9% | +0.1% | -0.9% | -0.9% |
| 30D | -10.1% | -0.2% | -10.0% | -10.2% |
| 3M | -31.3% | -0.3% | -31.1% | -31.5% |
| 6M | +71.3% | +23.0% | +48.3% | +56.4% |
| YTD | +81.2% | +21.3% | +59.9% | +65.5% |
| 1Y | +98.5% | +6.7% | +91.8% | +91.4% |
| 3Y | +428.2% | +45.0% | +383.3% | +322.1% |
| All | +663.2% | +34.9% | +628.3% | +526.8% |
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