-25.1%
NOW vs VRSN
+34.7%
-59.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +0.3% | +1.4% | -1.1% | -0.8% |
| 30D | -27.0% | +3.9% | -30.8% | -28.9% |
| 3M | -19.6% | +9.3% | -29.0% | -24.7% |
| 6M | +17.5% | +6.7% | +10.8% | +11.4% |
| YTD | -33.3% | +30.0% | -63.3% | -46.0% |
| 1Y | -39.8% | +26.0% | -65.8% | -50.3% |
| 3Y | -19.9% | +53.1% | -73.1% | -47.0% |
| All | -25.1% | +34.7% | -59.8% | -40.2% |
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