-86.1%
SPXU vs VRSN
+32.1%
-118.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.2% | +2.5% |
| 7D | +6.4% | -1.5% | +7.9% | +4.9% |
| 30D | +5.9% | +0.7% | +5.2% | +6.8% |
| 3M | -11.7% | +0.6% | -12.2% | -11.8% |
| 6M | -28.7% | +21.7% | -50.4% | -12.3% |
| YTD | -26.4% | +20.0% | -46.4% | -11.6% |
| 1Y | -35.2% | +3.2% | -38.4% | -35.2% |
| 3Y | -79.8% | +42.4% | -122.2% | -66.5% |
| 5Y | -86.1% | +33.0% | -119.0% | -72.0% |
| All | -86.1% | +32.1% | -118.1% | -72.0% |
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