+2,167.4%
FLEX vs VRSN
+7,091.1%
-4,923.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.3% |
| 7D | -13.6% | -0.9% | -12.8% | -13.4% |
| 30D | -36.5% | +2.4% | -38.9% | -37.1% |
| 3M | -36.4% | +6.4% | -42.8% | -38.2% |
| 6M | -46.5% | +8.6% | -55.0% | -49.3% |
| YTD | +25.9% | +29.3% | -3.3% | +10.0% |
| 1Y | +19.6% | +27.2% | -7.6% | +5.0% |
| 3Y | +287.0% | +52.8% | +234.2% | +209.7% |
| 5Y | +466.6% | +36.7% | +429.9% | +371.4% |
| 10Y | +626.9% | +290.8% | +336.1% | +299.5% |
| All | +2,167.4% | +7,091.1% | -4,923.7% | +424.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling