+82.3%
PL vs VRSN
+34.9%
+47.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.0% |
| 7D | -9.3% | +0.1% | -9.4% | -9.4% |
| 30D | -18.9% | -0.2% | -18.8% | -19.1% |
| 3M | -58.4% | -0.3% | -58.1% | -59.0% |
| 6M | -30.3% | +23.0% | -53.3% | -41.1% |
| YTD | -8.1% | +21.3% | -29.5% | -22.8% |
| 1Y | +180.5% | +6.7% | +173.8% | +159.2% |
| 3Y | +444.1% | +45.0% | +399.2% | +285.3% |
| All | +82.3% | +34.9% | +47.4% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling