+188.0%
SOUN vs VRSN
+41.8%
+146.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.0% | -1.8% |
| 7D | -4.4% | -1.0% | -3.4% | -4.2% |
| 30D | -13.1% | -1.9% | -11.2% | -12.7% |
| 3M | -7.7% | +1.4% | -9.1% | -8.5% |
| 6M | -21.2% | +19.0% | -40.2% | -27.0% |
| YTD | -35.0% | +19.2% | -54.2% | -40.3% |
| 1Y | -56.4% | +1.7% | -58.0% | -56.5% |
| All | +188.0% | +41.8% | +146.2% | +116.7% |
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