-65.7%
TEAM vs VRSN
+36.4%
-102.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -5.7% |
| 7D | -22.2% | -0.9% | -21.3% | -21.5% |
| 30D | -28.1% | +2.4% | -30.6% | -29.8% |
| 3M | -2.2% | +6.4% | -8.5% | -7.7% |
| 6M | +62.2% | +8.6% | +53.7% | +48.5% |
| YTD | -8.4% | +29.3% | -37.6% | -29.9% |
| 1Y | -6.6% | +27.2% | -33.8% | -27.5% |
| 3Y | -15.7% | +52.8% | -68.5% | -49.8% |
| 5Y | -65.7% | +36.7% | -102.4% | -75.5% |
| All | -65.7% | +36.4% | -102.1% | -75.5% |
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