+32.0%
Q vs VRSN
+18.5%
+13.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +2.1% |
| 7D | +6.6% | -1.0% | +7.7% | +6.4% |
| 30D | -6.6% | -1.9% | -4.7% | -6.9% |
| 3M | -13.2% | +1.4% | -14.6% | -11.5% |
| 6M | +9.9% | +19.0% | -9.1% | +9.2% |
| YTD | +53.9% | +19.2% | +34.7% | +53.4% |
| All | +32.0% | +18.5% | +13.5% | +31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling