+420.3%
NVT vs VRSN
+33.8%
+386.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.3% |
| 7D | +4.1% | +0.2% | +3.9% | +4.0% |
| 30D | -5.1% | +3.8% | -8.9% | -6.1% |
| 3M | -1.2% | +5.0% | -6.2% | -2.9% |
| 6M | +46.6% | +24.9% | +21.7% | +34.8% |
| YTD | +60.0% | +21.6% | +38.4% | +47.9% |
| 1Y | +70.8% | +2.4% | +68.4% | +68.1% |
| 3Y | +187.5% | +47.3% | +140.2% | +137.5% |
| All | +420.3% | +33.8% | +386.5% | +341.3% |
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