+125.0%
SU vs VRSN
+44.6%
+80.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.5% | -0.2% |
| 7D | +2.2% | +0.2% | +2.0% | +2.2% |
| 30D | +8.4% | +3.8% | +4.7% | +8.1% |
| 3M | +12.1% | +5.0% | +7.1% | +11.7% |
| 6M | +19.7% | +24.9% | -5.2% | +17.7% |
| YTD | +58.4% | +21.6% | +36.8% | +56.1% |
| 1Y | +67.2% | +2.4% | +64.8% | +68.1% |
| 3Y | +125.0% | +47.3% | +77.7% | +115.9% |
| All | +125.0% | +44.6% | +80.4% | +115.9% |
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 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