+15.0%
PL vs VRSN
+29.0%
-14.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.8% |
| 7D | +13.4% | -1.2% | +14.6% | +13.1% |
| 30D | -10.2% | +3.8% | -13.9% | -9.1% |
| 3M | -39.5% | +9.5% | -49.0% | -37.5% |
| 6M | -65.7% | +10.3% | -76.0% | -63.5% |
| YTD | -27.3% | +30.5% | -57.8% | -25.4% |
| 1Y | +15.0% | +27.9% | -12.9% | +16.8% |
| All | +15.0% | +29.0% | -14.0% | +16.8% |
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