-18.8%
OPEN vs VRSN
+38.4%
-57.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.8% | -0.8% |
| 7D | +1.0% | -2.1% | +3.1% | +2.1% |
| 30D | -11.9% | -3.9% | -8.0% | -10.2% |
| 3M | -28.8% | -0.1% | -28.6% | -29.0% |
| 6M | -38.6% | +16.4% | -55.0% | -45.4% |
| YTD | -47.3% | +17.2% | -64.6% | -53.8% |
| 1Y | -49.2% | +1.0% | -50.2% | -50.1% |
| 3Y | -18.8% | +39.1% | -57.9% | -38.1% |
| All | -18.8% | +38.4% | -57.1% | -38.1% |
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