+62.8%
META vs VRSN
+34.9%
+27.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +6.7% | +0.1% | +6.7% | +6.7% |
| 30D | +4.8% | -0.2% | +4.9% | +4.8% |
| 3M | -1.6% | -0.3% | -1.3% | -1.9% |
| 6M | -7.5% | +23.0% | -30.4% | -19.2% |
| YTD | -6.4% | +21.3% | -27.7% | -18.4% |
| 1Y | -17.3% | +6.7% | -24.1% | -22.1% |
| 3Y | +109.9% | +45.0% | +65.0% | +53.9% |
| All | +62.8% | +34.9% | +27.9% | +27.8% |
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 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