+134.1%
PSX vs VRSN
+38.4%
+95.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +2.0% |
| 7D | +2.8% | -2.1% | +5.0% | +3.0% |
| 30D | +27.8% | -3.9% | +31.7% | +28.3% |
| 3M | +42.0% | -0.1% | +42.2% | +41.8% |
| 6M | +58.1% | +16.4% | +41.7% | +54.2% |
| YTD | +105.0% | +17.2% | +87.8% | +99.4% |
| 1Y | +104.9% | +1.0% | +103.9% | +106.4% |
| 3Y | +134.1% | +39.1% | +95.0% | +105.7% |
| All | +134.1% | +38.4% | +95.7% | +105.7% |
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