+110.6%
SPOT vs VRSN
+32.1%
+78.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.6% |
| 7D | -6.9% | -1.5% | -5.3% | -6.0% |
| 30D | +4.1% | +0.7% | +3.4% | +3.6% |
| 3M | +3.7% | +0.6% | +3.1% | +2.7% |
| 6M | -1.6% | +21.7% | -23.3% | -14.3% |
| YTD | -10.2% | +20.0% | -30.2% | -21.6% |
| 1Y | -25.9% | +3.2% | -29.1% | -28.7% |
| 3Y | +235.6% | +42.4% | +193.2% | +153.5% |
| 5Y | +110.6% | +33.0% | +77.6% | +63.7% |
| All | +110.6% | +32.1% | +78.5% | +63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling