+63.1%
T vs VRSN
+54.6%
+8.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.4% |
| 7D | +2.6% | -0.9% | +3.5% | +2.7% |
| 30D | -1.1% | +2.4% | -3.5% | -1.4% |
| 3M | -7.7% | +6.4% | -14.1% | -8.5% |
| 6M | -10.6% | +8.6% | -19.2% | -11.8% |
| YTD | -7.5% | +29.3% | -36.7% | -10.4% |
| 1Y | -7.4% | +27.2% | -34.6% | -10.2% |
| 3Y | +63.1% | +52.8% | +10.2% | +54.2% |
| All | +63.1% | +54.6% | +8.5% | +54.2% |
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 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