+109.7%
HAL vs VRSN
+30.0%
+79.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.1% |
| 7D | +0.5% | -2.1% | +2.6% | +0.9% |
| 30D | +15.9% | -3.9% | +19.8% | +16.7% |
| 3M | -8.7% | -0.1% | -8.6% | -8.9% |
| 6M | +9.0% | +16.4% | -7.4% | +5.3% |
| YTD | +32.0% | +17.2% | +14.8% | +26.9% |
| 1Y | +72.5% | +1.0% | +71.5% | +71.7% |
| 3Y | -4.5% | +39.1% | -43.6% | -14.5% |
| 5Y | +109.7% | +29.0% | +80.7% | +88.7% |
| All | +109.7% | +30.0% | +79.7% | +88.7% |
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 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