+7.3%
PL vs VRSN
+27.4%
-20.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | -0.9% | +15.4% | +14.2% |
| 7D | +10.9% | -0.8% | +11.7% | +10.7% |
| 30D | -16.4% | +0.7% | -17.0% | -16.2% |
| 3M | -39.9% | +4.1% | -44.1% | -39.0% |
| 6M | -63.2% | +6.7% | -69.9% | -61.1% |
| YTD | -27.1% | +27.1% | -54.2% | -25.8% |
| All | +7.3% | +27.4% | -20.1% | +8.2% |
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 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