+31.1%
SOLS vs VRSN
+9.6%
+21.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.6% | -1.5% |
| 7D | +3.7% | -1.0% | +4.8% | +3.4% |
| 30D | +5.0% | -1.9% | +6.9% | +4.6% |
| 3M | -21.1% | +1.4% | -22.5% | -19.3% |
| 6M | -14.2% | +19.0% | -33.2% | -11.4% |
| YTD | +30.6% | +19.2% | +11.4% | +38.2% |
| All | +31.1% | +9.6% | +21.5% | +41.5% |
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