+72.8%
HCA vs VRSN
+33.8%
+38.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | 0.0% | +0.9% |
| 7D | +5.4% | +0.2% | +5.2% | +5.3% |
| 30D | +3.0% | +3.8% | -0.8% | +1.7% |
| 3M | +13.0% | +5.0% | +8.0% | +10.9% |
| 6M | -20.3% | +24.9% | -45.1% | -26.3% |
| YTD | -8.2% | +21.6% | -29.8% | -14.7% |
| 1Y | +6.7% | +2.4% | +4.3% | +5.2% |
| 3Y | +60.4% | +47.3% | +13.0% | +33.5% |
| All | +72.8% | +33.8% | +38.9% | +44.5% |
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 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