+108.2%
T vs VRSN
+38.4%
+69.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.1% |
| 7D | -1.5% | -2.1% | +0.6% | -1.3% |
| 30D | +7.6% | -3.9% | +11.5% | +8.1% |
| 3M | +15.3% | -0.1% | +15.4% | +15.0% |
| 6M | -8.5% | +16.4% | -24.9% | -10.4% |
| YTD | +6.8% | +17.2% | -10.5% | +4.4% |
| 1Y | -7.2% | +1.0% | -8.2% | -7.1% |
| 3Y | +108.2% | +39.1% | +69.1% | +99.1% |
| All | +108.2% | +38.4% | +69.9% | +99.1% |
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