+730.1%
NVT vs VRSN
+134.2%
+595.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -3.1% |
| 7D | +7.0% | -1.0% | +8.0% | +7.3% |
| 30D | -2.3% | -1.9% | -0.4% | -2.0% |
| 3M | -3.1% | +1.4% | -4.5% | -4.8% |
| 6M | +47.0% | +19.0% | +28.0% | +33.8% |
| YTD | +56.2% | +19.2% | +37.0% | +41.2% |
| 1Y | +74.5% | +1.7% | +72.9% | +68.9% |
| 3Y | +184.0% | +41.4% | +142.6% | +129.4% |
| 5Y | +410.8% | +31.7% | +379.1% | +318.1% |
| All | +730.1% | +134.2% | +595.9% | +306.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling