+2,061.6%
SO vs VRSN
+6,651.0%
-4,589.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -0.2% | +0.1% | -0.2% | -0.2% |
| 30D | -4.6% | -0.2% | -4.4% | -4.6% |
| 3M | -3.0% | -0.3% | -2.7% | -3.1% |
| 6M | -8.3% | +23.0% | -31.2% | -9.1% |
| YTD | +3.5% | +21.3% | -17.8% | +2.6% |
| 1Y | -0.9% | +6.7% | -7.7% | -1.3% |
| 3Y | +45.4% | +45.0% | +0.4% | +42.9% |
| 5Y | +59.6% | +35.0% | +24.6% | +57.0% |
| 10Y | +156.6% | +276.3% | -119.7% | +147.1% |
| All | +2,061.6% | +6,651.0% | -4,589.4% | +2,045.2% |
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 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