+455.3%
SN vs VRSN
+49.5%
+405.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.9% | +3.0% |
| 7D | +7.6% | -0.8% | +8.5% | +7.7% |
| 30D | +24.1% | +0.7% | +23.4% | +24.0% |
| 3M | +23.7% | +4.1% | +19.6% | +23.2% |
| 6M | +105.5% | +6.7% | +98.8% | +103.4% |
| YTD | +105.1% | +27.1% | +78.0% | +98.4% |
| 1Y | +148.3% | +28.0% | +120.3% | +139.6% |
| 3Y | +438.7% | +52.6% | +386.1% | +398.4% |
| All | +455.3% | +49.5% | +405.8% | +407.4% |
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