+19.6%
SW vs VRSN
+44.8%
-25.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | -5.1% | +0.1% | -5.1% | -5.1% |
| 30D | -4.6% | -0.2% | -4.4% | -4.6% |
| 3M | +9.4% | -0.3% | +9.7% | +9.0% |
| 6M | +3.5% | +23.0% | -19.5% | -2.1% |
| YTD | +22.0% | +21.3% | +0.7% | +15.6% |
| 1Y | +2.2% | +6.7% | -4.5% | 0.0% |
| All | +19.6% | +44.8% | -25.3% | +2.7% |
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