+253.8%
PH vs VRSN
+30.0%
+223.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.3% |
| 7D | +0.4% | -2.1% | +2.5% | +1.1% |
| 30D | -10.8% | -3.9% | -6.9% | -9.8% |
| 3M | +8.5% | -0.1% | +8.6% | +7.9% |
| 6M | +3.9% | +16.4% | -12.5% | -3.0% |
| YTD | +9.4% | +17.2% | -7.8% | +1.3% |
| 1Y | +26.8% | +1.0% | +25.8% | +24.8% |
| 3Y | +140.8% | +39.1% | +101.7% | +100.0% |
| 5Y | +253.8% | +29.0% | +224.8% | +201.4% |
| All | +253.8% | +30.0% | +223.8% | +201.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling