+338.3%
SU vs VRSN
+33.8%
+304.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.5% | -0.4% |
| 7D | +2.2% | +0.2% | +2.0% | +2.2% |
| 30D | +8.4% | +3.8% | +4.7% | +7.6% |
| 3M | +12.1% | +5.0% | +7.1% | +10.8% |
| 6M | +19.7% | +24.9% | -5.2% | +13.8% |
| YTD | +58.4% | +21.6% | +36.8% | +51.1% |
| 1Y | +67.2% | +2.4% | +64.8% | +66.1% |
| 3Y | +125.0% | +47.3% | +77.7% | +99.9% |
| All | +338.3% | +33.8% | +304.5% | +301.2% |
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 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