+1,216.5%
NI vs VRSN
+6,422.7%
-5,206.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +1.5% |
| 7D | +2.3% | -2.1% | +4.4% | +2.5% |
| 30D | -1.7% | -3.9% | +2.2% | -1.4% |
| 3M | -8.0% | -0.1% | -7.9% | -8.1% |
| 6M | -8.6% | +16.4% | -25.1% | -9.9% |
| YTD | +2.3% | +17.2% | -14.9% | +0.8% |
| 1Y | +6.9% | +1.0% | +6.0% | +6.5% |
| 3Y | +70.6% | +39.1% | +31.5% | +65.2% |
| 5Y | +96.4% | +29.0% | +67.4% | +90.6% |
| 10Y | +136.1% | +275.8% | -139.7% | +113.3% |
| All | +1,216.5% | +6,422.7% | -5,206.2% | +1,019.1% |
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