+2,958.9%
SU vs VRSN
+6,532.2%
-3,573.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.5% |
| 7D | +1.6% | -1.0% | +2.6% | +1.7% |
| 30D | +10.7% | -1.9% | +12.6% | +10.9% |
| 3M | +13.5% | +1.4% | +12.1% | +13.1% |
| 6M | +21.8% | +19.0% | +2.8% | +19.1% |
| YTD | +58.8% | +19.2% | +39.6% | +55.0% |
| 1Y | +72.0% | +1.7% | +70.4% | +70.8% |
| 3Y | +121.7% | +41.4% | +80.3% | +111.0% |
| 5Y | +350.4% | +31.7% | +318.8% | +330.0% |
| 10Y | +264.7% | +290.3% | -25.6% | +210.7% |
| All | +2,958.9% | +6,532.2% | -3,573.3% | +2,055.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling