+485.4%
P vs VRSN
+295.9%
+189.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.6% |
| 7D | +6.5% | +0.1% | +6.5% | +6.5% |
| 30D | +18.8% | -0.2% | +19.0% | +18.5% |
| 3M | +26.7% | -0.3% | +27.0% | +24.9% |
| 6M | +62.2% | +23.0% | +39.2% | +41.1% |
| YTD | +48.5% | +21.3% | +27.2% | +28.3% |
| 1Y | +26.4% | +6.7% | +19.7% | +17.6% |
| 3Y | +159.4% | +45.0% | +114.5% | +93.2% |
| 5Y | +275.8% | +35.0% | +240.8% | +188.2% |
| 10Y | +732.0% | +276.3% | +455.7% | +316.7% |
| All | +485.4% | +295.9% | +189.4% | +226.4% |
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