+208.7%
NRG vs VRSN
+44.6%
+164.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.7% |
| 7D | -4.7% | +0.2% | -4.9% | -4.6% |
| 30D | -6.0% | +3.8% | -9.7% | -5.6% |
| 3M | -8.0% | +5.0% | -13.0% | -7.3% |
| 6M | -23.2% | +24.9% | -48.0% | -22.7% |
| YTD | -28.1% | +21.6% | -49.7% | -27.5% |
| 1Y | -27.3% | +2.4% | -29.7% | -25.1% |
| 3Y | +208.7% | +47.3% | +161.3% | +207.6% |
| All | +208.7% | +44.6% | +164.0% | +207.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling