+23.1%
Q vs VRSN
+27.5%
-4.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +6.2% |
| 7D | +0.3% | +0.5% | -0.2% | +0.4% |
| 30D | -9.8% | +4.9% | -14.7% | -9.0% |
| 3M | -12.2% | +5.8% | -18.0% | -11.2% |
| 6M | -21.6% | +12.6% | -34.2% | -19.2% |
| YTD | +43.6% | +28.2% | +15.3% | +45.2% |
| 1Y | +25.7% | +30.4% | -4.7% | +26.3% |
| All | +23.1% | +27.5% | -4.4% | +24.8% |
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