+14.5%
KEY vs VRSN
+34.7%
-20.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +2.9% | +1.4% | +1.5% | +2.5% |
| 30D | +8.4% | +3.9% | +4.6% | +7.1% |
| 3M | -5.8% | +9.3% | -15.1% | -8.5% |
| 6M | +5.4% | +6.7% | -1.2% | +2.7% |
| YTD | +7.1% | +30.0% | -23.0% | -3.7% |
| 1Y | +26.8% | +26.0% | +0.8% | +15.4% |
| 3Y | +128.7% | +53.1% | +75.6% | +86.2% |
| All | +14.5% | +34.7% | -20.3% | -9.3% |
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 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