+9.0%
HCA vs VRSN
+31.7%
-22.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.3% | +9.0% | +10.1% |
| 7D | +10.2% | +3.6% | +6.7% | +9.6% |
| 30D | +17.4% | +8.8% | +8.6% | +15.9% |
| 3M | +27.7% | +6.6% | +21.1% | +26.1% |
| 6M | +20.0% | +16.7% | +3.4% | +16.5% |
| YTD | +10.0% | +32.1% | -22.2% | +7.2% |
| 1Y | +9.0% | +34.1% | -25.0% | +5.6% |
| All | +9.0% | +31.7% | -22.7% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling