+100.5%
NXT vs VRSN
+38.4%
+62.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.0% |
| 7D | +2.9% | -2.1% | +5.0% | +2.8% |
| 30D | -17.2% | -3.9% | -13.3% | -17.3% |
| 3M | -32.0% | -0.1% | -31.9% | -31.6% |
| 6M | -15.8% | +16.4% | -32.2% | -18.2% |
| YTD | -1.9% | +17.2% | -19.1% | -4.9% |
| 1Y | +22.5% | +1.0% | +21.5% | +24.9% |
| 3Y | +100.5% | +39.1% | +61.4% | +72.0% |
| All | +100.5% | +38.4% | +62.2% | +72.0% |
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