-6.3%
NVTS vs VRSN
+33.4%
-39.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +3.5% |
| 7D | +9.7% | -2.1% | +11.8% | +10.9% |
| 30D | -13.6% | -3.9% | -9.7% | -12.1% |
| 3M | -51.0% | -0.1% | -50.8% | -52.2% |
| 6M | +46.3% | +16.4% | +29.9% | +26.6% |
| YTD | +68.1% | +17.2% | +50.8% | +41.9% |
| 1Y | +113.9% | +1.0% | +112.9% | +104.9% |
| 3Y | +45.3% | +39.1% | +6.2% | -3.8% |
| All | -6.3% | +33.4% | -39.6% | -31.9% |
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 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