+115.1%
NOK vs VRSN
+33.8%
+81.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +4.5% |
| 7D | +11.0% | +0.2% | +10.8% | +10.8% |
| 30D | +7.8% | +3.8% | +4.1% | +6.7% |
| 3M | -21.0% | +5.0% | -26.0% | -22.6% |
| 6M | +40.9% | +24.9% | +16.0% | +30.6% |
| YTD | +72.0% | +21.6% | +50.4% | +60.3% |
| 1Y | +140.9% | +2.4% | +138.5% | +138.2% |
| 3Y | +194.3% | +47.3% | +146.9% | +148.2% |
| All | +115.1% | +33.8% | +81.3% | +87.6% |
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