+319.5%
SN vs VRSN
+42.8%
+276.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -9.3% | +0.1% | -9.4% | -9.3% |
| 30D | -4.8% | -0.2% | -4.6% | -4.8% |
| 3M | +40.4% | -0.3% | +40.7% | +40.0% |
| 6M | +50.9% | +23.0% | +28.0% | +46.4% |
| YTD | +54.9% | +21.3% | +33.6% | +50.5% |
| 1Y | +43.0% | +6.7% | +36.3% | +42.6% |
| 3Y | +391.8% | +45.0% | +346.9% | +352.1% |
| All | +319.5% | +42.8% | +276.7% | +285.0% |
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