+2,360.3%
O vs VRSN
+6,651.0%
-4,290.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -1.9% | -0.2% | -1.7% | -1.9% |
| 3M | +3.8% | -0.3% | +4.1% | +3.7% |
| 6M | -4.7% | +23.0% | -27.7% | -7.4% |
| YTD | +12.5% | +21.3% | -8.9% | +9.4% |
| 1Y | +10.8% | +6.7% | +4.1% | +9.4% |
| 3Y | +28.8% | +45.0% | -16.2% | +22.0% |
| 5Y | +13.2% | +35.0% | -21.8% | +7.6% |
| 10Y | +53.5% | +276.3% | -222.9% | +30.2% |
| All | +2,360.3% | +6,651.0% | -4,290.7% | +1,573.4% |
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