+400.2%
HST vs VRSN
+7,091.1%
-6,690.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +2.3% |
| 7D | +0.6% | -0.9% | +1.5% | +0.8% |
| 30D | +14.5% | +2.4% | +12.1% | +14.0% |
| 3M | +15.4% | +6.4% | +9.0% | +14.1% |
| 6M | +22.0% | +8.6% | +13.4% | +19.8% |
| YTD | +54.9% | +29.3% | +25.6% | +46.9% |
| 1Y | +54.0% | +27.2% | +26.8% | +46.5% |
| 3Y | +90.4% | +52.8% | +37.6% | +74.3% |
| 5Y | +84.2% | +36.7% | +47.5% | +71.5% |
| 10Y | +144.6% | +290.8% | -146.2% | +89.5% |
| All | +400.2% | +7,091.1% | -6,690.9% | +136.7% |
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