+40.6%
S vs VRSN
+55.3%
-14.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.2% |
| 7D | -13.4% | +0.5% | -13.9% | -13.6% |
| 30D | -14.0% | +4.9% | -18.9% | -16.0% |
| 3M | +4.9% | +5.8% | -1.0% | +2.0% |
| 6M | +42.0% | +12.6% | +29.4% | +34.3% |
| YTD | +45.1% | +28.2% | +16.9% | +29.5% |
| 1Y | +33.1% | +30.4% | +2.6% | +17.9% |
| 3Y | +40.6% | +54.6% | -13.9% | +27.2% |
| All | +40.6% | +55.3% | -14.6% | +27.2% |
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