+449.1%
PL vs VRSN
+44.8%
+404.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.1% |
| 7D | -9.3% | +0.1% | -9.4% | -9.3% |
| 30D | -18.9% | -0.2% | -18.8% | -19.0% |
| 3M | -58.4% | -0.3% | -58.1% | -58.3% |
| 6M | -30.3% | +23.0% | -53.3% | -39.1% |
| YTD | -8.1% | +21.3% | -29.5% | -20.1% |
| 1Y | +180.5% | +6.7% | +173.8% | +168.0% |
| All | +449.1% | +44.8% | +404.2% | +276.7% |
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