+69.6%
PBR vs VRSN
+7.9%
+61.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | +8.6% | +0.1% | +8.5% | +8.6% |
| 30D | +12.8% | -0.2% | +13.0% | +12.9% |
| 3M | +14.7% | -0.3% | +15.0% | +15.1% |
| 6M | +25.2% | +23.0% | +2.2% | +26.7% |
| YTD | +77.1% | +21.3% | +55.8% | +80.5% |
| 1Y | +69.6% | +6.7% | +62.8% | +76.5% |
| All | +69.6% | +7.9% | +61.6% | +76.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling