+98.4%
SPYG vs VRSN
+41.8%
+56.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.6% |
| 7D | +0.3% | -1.0% | +1.4% | +0.5% |
| 30D | -1.7% | -1.9% | +0.2% | -1.5% |
| 3M | +3.6% | +1.4% | +2.3% | +3.4% |
| 6M | +16.6% | +19.0% | -2.5% | +12.5% |
| YTD | +13.4% | +19.2% | -5.8% | +9.2% |
| 1Y | +19.6% | +1.7% | +17.9% | +19.9% |
| All | +98.4% | +41.8% | +56.6% | +76.2% |
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