+2.3%
TECH vs VRSN
+38.4%
-36.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.5% |
| 7D | +0.2% | -2.1% | +2.3% | +0.6% |
| 30D | +0.1% | -3.9% | +4.1% | +0.9% |
| 3M | +37.5% | -0.1% | +37.6% | +37.1% |
| 6M | +34.6% | +16.4% | +18.2% | +27.3% |
| YTD | +23.5% | +17.2% | +6.2% | +16.2% |
| 1Y | +34.4% | +1.0% | +33.4% | +32.9% |
| 3Y | +2.3% | +39.1% | -36.8% | -18.6% |
| All | +2.3% | +38.4% | -36.1% | -18.6% |
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