+189.2%
HAS vs VRSN
+55.3%
+134.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.3% |
| 7D | -0.2% | +0.5% | -0.6% | -0.2% |
| 30D | +31.0% | +4.9% | +26.1% | +30.0% |
| 3M | +30.7% | +5.8% | +24.8% | +29.3% |
| 6M | +23.9% | +12.6% | +11.3% | +20.7% |
| YTD | +48.3% | +28.2% | +20.1% | +40.1% |
| 1Y | +60.2% | +30.4% | +29.8% | +50.7% |
| 3Y | +189.2% | +54.6% | +134.6% | +152.4% |
| All | +189.2% | +55.3% | +134.0% | +152.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling