+1,112.1%
PSX vs VRSN
+650.0%
+462.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +4.5% | +0.1% | +4.5% | +4.5% |
| 30D | +26.6% | -0.2% | +26.8% | +26.5% |
| 3M | +39.3% | -0.3% | +39.6% | +38.7% |
| 6M | +56.8% | +23.0% | +33.8% | +45.4% |
| YTD | +101.8% | +21.3% | +80.5% | +87.0% |
| 1Y | +99.6% | +6.7% | +92.9% | +92.6% |
| 3Y | +140.3% | +45.0% | +95.4% | +105.7% |
| 5Y | +339.3% | +35.0% | +304.3% | +275.1% |
| 10Y | +369.9% | +276.3% | +93.5% | +179.0% |
| All | +1,112.1% | +650.0% | +462.1% | +476.5% |
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