+15.3%
O vs VRSN
+30.8%
-15.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.8% |
| 7D | -2.3% | -1.0% | -1.2% | -2.1% |
| 30D | -2.4% | -1.9% | -0.6% | -2.1% |
| 3M | -0.6% | +1.4% | -2.0% | -1.1% |
| 6M | -5.0% | +19.0% | -24.0% | -9.2% |
| YTD | +10.4% | +19.2% | -8.8% | +5.2% |
| 1Y | +6.6% | +1.7% | +4.9% | +5.6% |
| 3Y | +28.4% | +41.4% | -13.0% | +14.7% |
| 5Y | +15.3% | +31.7% | -16.4% | +5.6% |
| All | +15.3% | +30.8% | -15.5% | +5.6% |
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