+13.1%
PSA vs VRSN
+30.8%
-17.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.8% |
| 7D | -2.2% | -1.0% | -1.2% | -2.0% |
| 30D | -9.6% | -1.9% | -7.7% | -9.1% |
| 3M | -7.9% | +1.4% | -9.3% | -8.6% |
| 6M | -2.0% | +19.0% | -21.0% | -8.2% |
| YTD | +15.7% | +19.2% | -3.5% | +7.9% |
| 1Y | +5.8% | +1.7% | +4.1% | +4.2% |
| 3Y | +21.6% | +41.4% | -19.9% | +2.9% |
| 5Y | +13.1% | +31.7% | -18.5% | -4.1% |
| All | +13.1% | +30.8% | -17.6% | -4.1% |
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