+1,149.3%
PSX vs VRSN
+702.4%
+446.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | +6.4% | +0.1% | +6.3% | +6.4% |
| 30D | -10.2% | +3.6% | -13.7% | -11.1% |
| 3M | +17.2% | +10.8% | +6.4% | +13.3% |
| 6M | +51.8% | +9.9% | +41.8% | +46.3% |
| YTD | +108.0% | +29.8% | +78.2% | +88.7% |
| 1Y | +96.1% | +26.3% | +69.8% | +79.4% |
| 3Y | +155.9% | +53.5% | +102.4% | +115.4% |
| 5Y | +306.9% | +34.8% | +272.1% | +250.0% |
| 10Y | +364.5% | +291.0% | +73.5% | +173.0% |
| All | +1,149.3% | +702.4% | +446.9% | +481.5% |
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