-19.1%
TE vs VRSN
+41.8%
-60.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.6% | -3.2% |
| 7D | +15.0% | -1.0% | +16.0% | +15.1% |
| 30D | -7.5% | -1.9% | -5.6% | -7.2% |
| 3M | -42.0% | +1.4% | -43.3% | -42.0% |
| 6M | -31.4% | +19.0% | -50.5% | -36.7% |
| YTD | -26.5% | +19.2% | -45.7% | -33.1% |
| 1Y | +153.1% | +1.7% | +151.4% | +155.7% |
| All | -19.1% | +41.8% | -60.9% | -52.9% |
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