+138.9%
PH vs VRSN
+51.5%
+87.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.3% |
| 7D | +3.0% | -0.8% | +3.9% | +3.1% |
| 30D | -0.6% | +0.7% | -1.3% | -0.7% |
| 3M | -10.7% | +4.1% | -14.9% | -11.2% |
| 6M | +9.1% | +6.7% | +2.4% | +8.0% |
| YTD | +9.5% | +27.1% | -17.6% | +4.0% |
| 1Y | +14.0% | +28.0% | -13.9% | +8.1% |
| 3Y | +138.9% | +52.6% | +86.3% | +93.6% |
| All | +138.9% | +51.5% | +87.4% | +93.6% |
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