+47.7%
HAS vs VRSN
+34.7%
+13.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | +1.4% | +1.4% | 0.0% | +0.9% |
| 30D | +26.3% | +3.9% | +22.4% | +24.7% |
| 3M | +25.6% | +9.3% | +16.3% | +21.9% |
| 6M | +30.3% | +6.7% | +23.6% | +26.7% |
| YTD | +50.4% | +30.0% | +20.3% | +35.2% |
| 1Y | +57.7% | +26.0% | +31.7% | +43.5% |
| 3Y | +213.4% | +53.1% | +160.2% | +156.7% |
| All | +47.7% | +34.7% | +13.0% | +23.0% |
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