+354.2%
SAN vs VRSN
+38.4%
+315.9%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | -0.1% |
| 7D | +3.3% | -2.1% | +5.5% | +3.6% |
| 30D | +1.1% | -3.9% | +5.0% | +1.5% |
| 3M | +22.2% | -0.1% | +22.3% | +22.1% |
| 6M | +36.0% | +16.4% | +19.6% | +31.5% |
| YTD | +28.2% | +17.2% | +11.0% | +23.8% |
| 1Y | +54.1% | +1.0% | +53.1% | +55.3% |
| 3Y | +354.2% | +39.1% | +315.1% | +318.6% |
| All | +354.2% | +38.4% | +315.9% | +318.6% |
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