+365.1%
T vs VRSN
+7,122.6%
-6,757.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | -0.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | -2.9% | +3.6% | -6.5% | -3.3% |
| 3M | -7.5% | +10.8% | -18.3% | -8.6% |
| 6M | -9.9% | +9.9% | -19.9% | -11.0% |
| YTD | -6.4% | +29.8% | -36.3% | -9.5% |
| 1Y | -9.4% | +26.3% | -35.7% | -12.1% |
| 3Y | +64.9% | +53.5% | +11.3% | +55.8% |
| 5Y | +57.0% | +34.8% | +22.2% | +49.5% |
| 10Y | +60.8% | +291.0% | -230.2% | +36.0% |
| All | +365.1% | +7,122.6% | -6,757.4% | +166.0% |
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