+40.4%
O vs VRSN
+54.6%
-14.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.1% |
| 7D | +3.5% | -0.9% | +4.4% | +3.6% |
| 30D | +10.4% | +2.4% | +8.0% | +10.1% |
| 3M | -2.4% | +6.4% | -8.8% | -3.1% |
| 6M | -1.2% | +8.6% | -9.8% | -2.3% |
| YTD | +10.4% | +29.3% | -18.9% | +6.8% |
| 1Y | +11.4% | +27.2% | -15.8% | +8.0% |
| 3Y | +40.4% | +52.8% | -12.4% | +26.7% |
| All | +40.4% | +54.6% | -14.2% | +26.7% |
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