+264.0%
SPOT vs VRSN
+155.0%
+109.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.7% | -2.9% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +12.5% | -0.2% | +12.6% | +12.5% |
| 3M | +9.9% | -0.3% | +10.2% | +9.4% |
| 6M | +1.6% | +23.0% | -21.4% | -11.3% |
| YTD | -6.6% | +21.3% | -27.9% | -18.2% |
| 1Y | -22.9% | +6.7% | -29.7% | -27.4% |
| 3Y | +244.3% | +45.0% | +199.3% | +163.5% |
| 5Y | +117.8% | +35.0% | +82.8% | +72.8% |
| All | +264.0% | +155.0% | +109.0% | +130.9% |
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