+25.3%
PSA vs VRSN
+34.7%
-9.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -1.4% | +1.4% | -2.9% | -1.9% |
| 30D | +15.2% | +3.9% | +11.3% | +13.8% |
| 3M | +2.2% | +9.3% | -7.1% | -0.6% |
| 6M | +11.7% | +6.7% | +5.0% | +8.9% |
| YTD | +32.0% | +30.0% | +2.0% | +19.7% |
| 1Y | +26.3% | +26.0% | +0.3% | +15.8% |
| 3Y | +52.4% | +53.1% | -0.8% | +25.7% |
| All | +25.3% | +34.7% | -9.4% | +7.8% |
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