+1,632.9%
PBR vs VRSN
+131.4%
+1,501.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +4.4% |
| 7D | +2.5% | -2.1% | +4.6% | +3.0% |
| 30D | +19.4% | -3.9% | +23.3% | +20.5% |
| 3M | +20.8% | -0.1% | +20.9% | +20.2% |
| 6M | +23.5% | +16.4% | +7.1% | +17.4% |
| YTD | +83.4% | +17.2% | +66.2% | +73.4% |
| 1Y | +77.6% | +1.0% | +76.6% | +74.5% |
| 3Y | +99.9% | +39.1% | +60.8% | +77.4% |
| 5Y | +567.7% | +29.0% | +538.7% | +491.8% |
| 10Y | +621.5% | +275.8% | +345.7% | +390.0% |
| All | +1,632.9% | +131.4% | +1,501.5% | +695.4% |
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