+40.1%
HAL vs VRSN
+34.1%
+6.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | -7.9% | -0.8% | -7.1% | -7.8% |
| 30D | -2.1% | +0.7% | -2.7% | -2.2% |
| 3M | +0.4% | +4.1% | -3.7% | -0.5% |
| 6M | -19.2% | +6.7% | -26.0% | -20.5% |
| YTD | +14.4% | +27.1% | -12.7% | +8.0% |
| 1Y | +18.0% | +28.0% | -10.0% | +11.1% |
| 3Y | -9.7% | +52.6% | -62.3% | -21.1% |
| 5Y | +40.1% | +33.3% | +6.8% | +15.9% |
| All | +40.1% | +34.1% | +6.0% | +15.9% |
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