-52.9%
NVO vs VRSN
+44.6%
-97.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.5% | -2.4% |
| 7D | -7.6% | +0.2% | -7.8% | -7.6% |
| 30D | -6.0% | +3.8% | -9.7% | -6.7% |
| 3M | -0.8% | +5.0% | -5.8% | -1.9% |
| 6M | +16.5% | +24.9% | -8.4% | +8.8% |
| YTD | -11.1% | +21.6% | -32.7% | -16.5% |
| 1Y | -16.7% | +2.4% | -19.1% | -16.6% |
| 3Y | -52.9% | +47.3% | -100.3% | -54.9% |
| All | -52.9% | +44.6% | -97.5% | -54.9% |
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 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