+634.9%
HLT vs VRSN
+430.8%
+204.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.5% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | -5.0% | +3.8% | -8.8% | -6.3% |
| 3M | -10.4% | +5.0% | -15.4% | -12.5% |
| 6M | +3.2% | +24.9% | -21.6% | -6.1% |
| YTD | +6.7% | +21.6% | -14.9% | -2.4% |
| 1Y | +10.3% | +2.4% | +7.9% | +7.4% |
| 3Y | +99.3% | +47.3% | +52.0% | +65.6% |
| 5Y | +143.7% | +34.7% | +108.9% | +106.1% |
| 10Y | +584.7% | +298.1% | +286.6% | +284.6% |
| All | +634.9% | +430.8% | +204.2% | +289.4% |
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