+1,527.5%
META vs VRSN
+651.0%
+876.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.0% |
| 6M | -7.5% | +23.0% | -30.4% | -18.3% |
| YTD | -6.4% | +21.3% | -27.7% | -17.4% |
| 1Y | -17.3% | +6.7% | -24.1% | -22.2% |
| 3Y | +109.9% | +45.0% | +65.0% | +62.8% |
| 5Y | +65.4% | +35.0% | +30.3% | +33.7% |
| 10Y | +391.8% | +276.3% | +115.5% | +167.6% |
| All | +1,527.5% | +651.0% | +876.5% | +705.1% |
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