+148.6%
TE vs VRSN
+7.9%
+140.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.8% | +1.1% |
| 7D | -4.0% | +0.1% | -4.0% | -4.0% |
| 30D | -15.9% | -0.2% | -15.7% | -16.2% |
| 3M | -60.5% | -0.3% | -60.3% | -57.9% |
| 6M | -35.2% | +23.0% | -58.2% | -26.5% |
| YTD | -31.1% | +21.3% | -52.5% | -21.8% |
| 1Y | +148.6% | +6.7% | +141.9% | +157.8% |
| All | +148.6% | +7.9% | +140.7% | +157.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling