+33.8%
SOLS vs VRSN
+7.8%
+26.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.6% | +0.2% |
| 7D | +4.5% | -2.1% | +6.7% | +3.9% |
| 30D | +6.0% | -3.9% | +9.9% | +4.9% |
| 3M | -19.7% | -0.1% | -19.6% | -18.3% |
| 6M | -10.4% | +16.4% | -26.8% | -8.0% |
| YTD | +33.3% | +17.2% | +16.0% | +40.3% |
| All | +33.8% | +7.8% | +26.0% | +43.6% |
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 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