+71.7%
HST vs VRSN
+34.9%
+36.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -12.3% | -0.2% | -12.1% | -12.3% |
| 3M | -6.4% | -0.3% | -6.1% | -6.7% |
| 6M | +15.0% | +23.0% | -8.0% | +5.2% |
| YTD | +30.5% | +21.3% | +9.2% | +19.4% |
| 1Y | +35.7% | +6.7% | +28.9% | +30.7% |
| 3Y | +68.4% | +45.0% | +23.4% | +36.9% |
| All | +71.7% | +34.9% | +36.8% | +42.5% |
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