+452.3%
HIG vs VRSN
+6,532.2%
-6,080.0%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.3% |
| 7D | -0.5% | -1.0% | +0.6% | -0.3% |
| 30D | -2.8% | -1.9% | -0.9% | -2.5% |
| 3M | +6.3% | +1.4% | +5.0% | +5.8% |
| 6M | -0.1% | +19.0% | -19.1% | -3.8% |
| YTD | +0.4% | +19.2% | -18.8% | -3.5% |
| 1Y | +6.2% | +1.7% | +4.6% | +5.2% |
| 3Y | +101.6% | +41.4% | +60.2% | +86.1% |
| 5Y | +119.8% | +31.7% | +88.2% | +103.8% |
| 10Y | +311.7% | +290.3% | +21.5% | +208.2% |
| All | +452.3% | +6,532.2% | -6,080.0% | +150.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling