-20.3%
STRL vs VRSN
+29.0%
-49.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.0% | +4.0% | +5.7% |
| 7D | +7.1% | -1.2% | +8.4% | +6.0% |
| 30D | -39.4% | +3.8% | -43.1% | -37.7% |
| 3M | -43.0% | +9.5% | -52.5% | -38.2% |
| 6M | -65.0% | +10.3% | -75.3% | -60.0% |
| YTD | -0.8% | +30.5% | -31.3% | +28.1% |
| 1Y | -20.3% | +27.9% | -48.2% | +1.8% |
| All | -20.3% | +29.0% | -49.3% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling