+6.7%
HCA vs VRSN
+4.1%
+2.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | 0.0% | +1.2% |
| 7D | +5.4% | +0.2% | +5.2% | +5.4% |
| 30D | +3.0% | +3.8% | -0.8% | +2.4% |
| 3M | +13.0% | +5.0% | +8.0% | +12.0% |
| 6M | -20.3% | +24.9% | -45.1% | -21.4% |
| YTD | -8.2% | +21.6% | -29.8% | -8.6% |
| 1Y | +6.7% | +2.4% | +4.3% | +9.0% |
| All | +6.7% | +4.1% | +2.6% | +9.0% |
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 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