-1.4%
LOW vs VRSN
+31.7%
-33.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +7.4% |
| 7D | +15.6% | +3.6% | +12.0% | +15.2% |
| 30D | +28.6% | +8.8% | +19.8% | +27.5% |
| 3M | +5.8% | +6.6% | -0.8% | +5.1% |
| 6M | +3.8% | +16.7% | -12.8% | +1.3% |
| YTD | -2.8% | +32.1% | -34.9% | -6.8% |
| 1Y | -1.4% | +34.1% | -35.5% | -5.4% |
| All | -1.4% | +31.7% | -33.1% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling