+516.5%
PL vs VRSN
+53.7%
+462.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +10.0% | +1.4% | +8.6% | +9.6% |
| 30D | -2.3% | +3.9% | -6.1% | -3.3% |
| 3M | -44.2% | +9.3% | -53.5% | -45.6% |
| 6M | -66.1% | +6.7% | -72.8% | -66.8% |
| YTD | -30.0% | +30.0% | -60.0% | -39.6% |
| 1Y | +21.0% | +26.0% | -5.0% | +6.5% |
| 3Y | +516.5% | +53.1% | +463.4% | +319.5% |
| All | +516.5% | +53.7% | +462.8% | +319.5% |
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