+5,118.6%
PH vs VRSN
+6,969.1%
-1,850.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.4% |
| 7D | +3.0% | -0.8% | +3.9% | +3.2% |
| 30D | -0.6% | +0.7% | -1.3% | -0.7% |
| 3M | -10.7% | +4.1% | -14.9% | -11.4% |
| 6M | +9.1% | +6.7% | +2.4% | +7.4% |
| YTD | +9.5% | +27.1% | -17.6% | +4.2% |
| 1Y | +14.0% | +28.0% | -13.9% | +8.4% |
| 3Y | +138.9% | +52.6% | +86.3% | +119.3% |
| 5Y | +209.1% | +33.3% | +175.8% | +189.3% |
| 10Y | +737.3% | +279.5% | +457.8% | +571.8% |
| All | +5,118.6% | +6,969.1% | -1,850.5% | +2,763.2% |
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