+1,356.6%
NI vs VRSN
+7,135.0%
-5,778.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | +4.3% | +1.4% | +2.9% | +4.2% |
| 30D | +12.4% | +3.9% | +8.5% | +12.0% |
| 3M | +10.2% | +9.3% | +0.8% | +9.3% |
| 6M | -0.8% | +6.7% | -7.5% | -1.5% |
| YTD | +13.2% | +30.0% | -16.8% | +10.6% |
| 1Y | +10.1% | +26.0% | -15.9% | +7.7% |
| 3Y | +103.1% | +53.1% | +50.0% | +95.2% |
| 5Y | +115.5% | +35.0% | +80.5% | +108.4% |
| 10Y | +195.5% | +291.7% | -96.2% | +165.7% |
| All | +1,356.6% | +7,135.0% | -5,778.4% | +1,127.9% |
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