-9.4%
NVTS vs VRSN
+35.6%
-45.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -4.2% |
| 7D | +3.5% | -1.0% | +4.5% | +3.9% |
| 30D | -11.9% | -1.9% | -10.0% | -11.5% |
| 3M | -49.2% | +1.4% | -50.6% | -50.9% |
| 6M | +38.4% | +19.0% | +19.4% | +18.2% |
| YTD | +62.5% | +19.2% | +43.3% | +35.9% |
| 1Y | +101.4% | +1.7% | +99.7% | +92.6% |
| 3Y | +40.4% | +41.4% | -1.0% | -7.9% |
| All | -9.4% | +35.6% | -45.0% | -34.8% |
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