+374.9%
HST vs VRSN
+7,034.5%
-6,659.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.2% |
| 7D | -2.7% | +0.5% | -3.2% | -2.8% |
| 30D | +10.7% | +4.9% | +5.8% | +9.8% |
| 3M | +6.3% | +5.8% | +0.4% | +5.1% |
| 6M | +19.0% | +12.6% | +6.4% | +16.1% |
| YTD | +47.0% | +28.2% | +18.8% | +39.7% |
| 1Y | +53.4% | +30.4% | +23.0% | +45.4% |
| 3Y | +78.0% | +54.6% | +23.4% | +62.6% |
| 5Y | +71.7% | +35.1% | +36.6% | +60.2% |
| 10Y | +146.2% | +294.0% | -147.8% | +90.5% |
| All | +374.9% | +7,034.5% | -6,659.6% | +125.1% |
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