+802.8%
TEAM vs VRSN
+223.5%
+579.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.3% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | +67.3% | -0.2% | +67.5% | +67.4% |
| 3M | +86.8% | -0.3% | +87.1% | +87.0% |
| 6M | +146.8% | +23.0% | +123.8% | +106.3% |
| YTD | +16.9% | +21.3% | -4.4% | -1.0% |
| 1Y | +12.8% | +6.7% | +6.1% | +5.6% |
| 3Y | -7.3% | +45.0% | -52.2% | -34.7% |
| 5Y | -50.7% | +35.0% | -85.7% | -61.8% |
| 10Y | +529.8% | +276.3% | +253.5% | +159.3% |
| All | +802.8% | +223.5% | +579.2% | +332.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling