-53.1%
TEAM vs VRSN
+30.8%
-83.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -0.9% | -0.8% |
| 7D | -4.7% | -1.0% | -3.6% | -3.6% |
| 30D | +17.0% | -1.9% | +18.9% | +19.0% |
| 3M | +85.9% | +1.4% | +84.5% | +83.3% |
| 6M | +116.7% | +19.0% | +97.6% | +78.7% |
| YTD | +9.6% | +19.2% | -9.6% | -9.6% |
| 1Y | -2.5% | +1.7% | -4.2% | -6.1% |
| 3Y | -14.0% | +41.4% | -55.4% | -45.5% |
| 5Y | -53.1% | +31.7% | -84.7% | -65.9% |
| All | -53.1% | +30.8% | -83.8% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling