+80.8%
KEYS vs VRSN
+32.1%
+48.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.9% |
| 7D | +0.9% | -1.5% | +2.5% | +1.4% |
| 30D | -5.3% | +0.7% | -6.0% | -5.7% |
| 3M | +0.5% | +0.6% | 0.0% | -0.5% |
| 6M | +14.0% | +21.7% | -7.7% | +2.3% |
| YTD | +60.3% | +20.0% | +40.3% | +43.7% |
| 1Y | +91.3% | +3.2% | +88.2% | +85.1% |
| 3Y | +146.1% | +42.4% | +103.8% | +92.9% |
| 5Y | +80.8% | +33.0% | +47.8% | +48.6% |
| All | +80.8% | +32.1% | +48.7% | +48.6% |
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