-14.6%
TEAM vs VRSN
+38.4%
-53.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.4% | -3.6% | -4.9% |
| 7D | -5.7% | -2.1% | -3.5% | -4.3% |
| 30D | +18.3% | -3.9% | +22.3% | +21.2% |
| 3M | +80.2% | -0.1% | +80.4% | +80.2% |
| 6M | +111.0% | +16.4% | +94.6% | +90.8% |
| YTD | +8.8% | +17.2% | -8.4% | -2.2% |
| 1Y | +2.2% | +1.0% | +1.2% | -1.3% |
| 3Y | -14.6% | +39.1% | -53.7% | -31.1% |
| All | -14.6% | +38.4% | -53.0% | -31.1% |
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