+131.7%
HAL vs VRSN
+7,159.8%
-7,028.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.0% | +2.4% | +3.2% |
| 7D | -0.2% | -1.2% | +1.0% | 0.0% |
| 30D | +1.0% | +3.8% | -2.8% | +0.4% |
| 3M | -2.1% | +9.5% | -11.6% | -3.7% |
| 6M | -17.5% | +10.3% | -27.7% | -19.0% |
| YTD | +18.1% | +30.5% | -12.4% | +12.3% |
| 1Y | +19.7% | +27.9% | -8.1% | +14.2% |
| 3Y | -7.9% | +54.3% | -62.2% | -15.4% |
| 5Y | +53.1% | +37.2% | +15.9% | +42.2% |
| 10Y | -16.8% | +293.1% | -309.8% | -33.3% |
| All | +131.7% | +7,159.8% | -7,028.1% | +12.9% |
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 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