+27.5%
SYY vs VRSN
+42.7%
-15.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +1.5% | -1.5% | +3.1% | +1.7% |
| 30D | -2.3% | +0.7% | -3.0% | -2.4% |
| 3M | +5.5% | +0.6% | +4.9% | +5.2% |
| 6M | -1.0% | +21.7% | -22.7% | -4.5% |
| YTD | +14.1% | +20.0% | -5.9% | +10.1% |
| 1Y | +5.6% | +3.2% | +2.4% | +5.1% |
| All | +27.5% | +42.7% | -15.2% | +15.1% |
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