+81.9%
META vs VRSN
+34.5%
+47.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.4% |
| 7D | -0.8% | +0.5% | -1.3% | -1.0% |
| 30D | -15.4% | +4.9% | -20.3% | -17.6% |
| 3M | +3.5% | +5.8% | -2.3% | +0.4% |
| 6M | -0.3% | +12.6% | -12.8% | -7.4% |
| YTD | -7.3% | +28.2% | -35.6% | -21.6% |
| 1Y | -1.1% | +30.4% | -31.5% | -17.2% |
| 3Y | +95.1% | +54.6% | +40.5% | +38.1% |
| All | +81.9% | +34.5% | +47.4% | +40.0% |
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