+155.8%
KRE vs VRSN
+1,458.6%
-1,302.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.7% |
| 7D | +1.3% | +0.1% | +1.3% | +1.3% |
| 30D | -2.7% | -0.2% | -2.5% | -2.8% |
| 3M | +8.2% | -0.3% | +8.5% | +7.5% |
| 6M | +12.8% | +23.0% | -10.2% | +1.0% |
| YTD | +17.5% | +21.3% | -3.8% | +5.3% |
| 1Y | +16.6% | +6.7% | +9.9% | +10.6% |
| 3Y | +79.5% | +45.0% | +34.5% | +44.4% |
| 5Y | +32.4% | +35.0% | -2.6% | +7.6% |
| 10Y | +124.1% | +276.3% | -152.2% | +3.6% |
| All | +155.8% | +1,458.6% | -1,302.8% | -45.8% |
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