+58.2%
HCA vs VRSN
+42.7%
+15.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +2.9% | -1.5% | +4.5% | +3.2% |
| 30D | +2.4% | +0.7% | +1.7% | +2.2% |
| 3M | +13.0% | +0.6% | +12.5% | +12.7% |
| 6M | -21.4% | +21.7% | -43.1% | -23.7% |
| YTD | -9.5% | +20.0% | -29.5% | -11.9% |
| 1Y | +7.5% | +3.2% | +4.4% | +7.2% |
| All | +58.2% | +42.7% | +15.5% | +39.5% |
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