+22.1%
LYB vs VRSN
+4.1%
+18.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.1% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | +2.5% | +3.8% | -1.3% | +1.8% |
| 3M | +1.4% | +5.0% | -3.6% | +0.5% |
| 6M | -3.5% | +24.9% | -28.4% | -7.4% |
| YTD | +52.0% | +21.6% | +30.4% | +47.0% |
| 1Y | +22.1% | +2.4% | +19.6% | +19.8% |
| All | +22.1% | +4.1% | +18.0% | +19.8% |
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 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