+176.6%
P vs VRSN
+55.3%
+121.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.5% |
| 7D | -23.8% | +0.5% | -24.3% | -23.8% |
| 30D | -36.6% | +4.9% | -41.5% | -36.5% |
| 3M | +10.9% | +5.8% | +5.0% | +11.2% |
| 6M | +30.0% | +12.6% | +17.4% | +30.4% |
| YTD | +44.4% | +28.2% | +16.1% | +43.9% |
| 1Y | +3.9% | +30.4% | -26.5% | +3.5% |
| 3Y | +176.6% | +54.6% | +122.0% | +163.0% |
| All | +176.6% | +55.3% | +121.3% | +163.0% |
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