+78.0%
HST vs VRSN
+55.3%
+22.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.1% |
| 7D | -2.7% | +0.5% | -3.2% | -2.7% |
| 30D | +10.7% | +4.9% | +5.8% | +9.9% |
| 3M | +6.3% | +5.8% | +0.4% | +5.2% |
| 6M | +19.0% | +12.6% | +6.4% | +16.2% |
| YTD | +47.0% | +28.2% | +18.8% | +39.2% |
| 1Y | +53.4% | +30.4% | +23.0% | +44.7% |
| 3Y | +78.0% | +54.6% | +23.4% | +45.3% |
| All | +78.0% | +55.3% | +22.7% | +45.3% |
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