+79.3%
KEY vs VRSN
+7,034.5%
-6,955.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.3% |
| 7D | -1.3% | +0.5% | -1.8% | -1.4% |
| 30D | +5.1% | +4.9% | +0.2% | +4.2% |
| 3M | -7.1% | +5.8% | -12.9% | -8.1% |
| 6M | -4.4% | +12.6% | -16.9% | -6.8% |
| YTD | +4.0% | +28.2% | -24.2% | -1.4% |
| 1Y | +23.4% | +30.4% | -7.0% | +16.6% |
| 3Y | +113.9% | +54.6% | +59.3% | +94.7% |
| 5Y | +12.3% | +35.1% | -22.8% | +4.3% |
| 10Y | +125.5% | +294.0% | -168.5% | +74.1% |
| All | +79.3% | +7,034.5% | -6,955.2% | -24.7% |
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