+2,656.7%
PSA vs VRSN
+6,422.7%
-3,766.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.2% | +0.3% |
| 7D | -0.4% | -2.1% | +1.7% | -0.2% |
| 30D | -8.2% | -3.9% | -4.2% | -7.8% |
| 3M | -2.1% | -0.1% | -2.0% | -2.2% |
| 6M | -0.2% | +16.4% | -16.6% | -2.3% |
| YTD | +18.5% | +17.2% | +1.3% | +15.8% |
| 1Y | +6.6% | +1.0% | +5.6% | +5.9% |
| 3Y | +24.5% | +39.1% | -14.6% | +18.6% |
| 5Y | +13.6% | +29.0% | -15.4% | +8.9% |
| 10Y | +102.0% | +275.8% | -173.9% | +71.2% |
| All | +2,656.7% | +6,422.7% | -3,766.0% | +1,689.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling