+226.8%
SOXX vs VRSN
+44.6%
+182.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.5% | +1.9% |
| 7D | +1.4% | +0.2% | +1.2% | +1.4% |
| 30D | -3.6% | +3.8% | -7.3% | -3.5% |
| 3M | -10.2% | +5.0% | -15.2% | -9.7% |
| 6M | +54.2% | +24.9% | +29.4% | +49.9% |
| YTD | +75.2% | +21.6% | +53.6% | +71.0% |
| 1Y | +107.5% | +2.4% | +105.1% | +111.3% |
| 3Y | +226.8% | +47.3% | +179.4% | +185.5% |
| All | +226.8% | +44.6% | +182.1% | +185.5% |
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