+48.9%
NVTS vs VRSN
+53.7%
-4.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.6% | -6.4% |
| 7D | +3.9% | +1.4% | +2.5% | +3.9% |
| 30D | -4.3% | +3.9% | -8.2% | -4.3% |
| 3M | -34.5% | +9.3% | -43.8% | -34.4% |
| 6M | -57.7% | +6.7% | -64.4% | -57.0% |
| YTD | +25.4% | +30.0% | -4.7% | +22.4% |
| 1Y | +13.1% | +26.0% | -12.9% | +11.8% |
| 3Y | +48.9% | +53.1% | -4.2% | +20.4% |
| All | +48.9% | +53.7% | -4.8% | +20.4% |
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