+3,784.3%
TECH vs VRSN
+7,091.1%
-3,306.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.4% |
| 7D | +0.2% | -0.9% | +1.1% | +0.4% |
| 30D | +0.5% | +2.4% | -1.9% | 0.0% |
| 3M | +1.1% | +6.4% | -5.3% | -0.3% |
| 6M | +51.0% | +8.6% | +42.5% | +47.8% |
| YTD | +24.4% | +29.3% | -4.9% | +17.0% |
| 1Y | +27.4% | +27.2% | +0.3% | +20.3% |
| 3Y | +28.5% | +52.8% | -24.3% | +16.1% |
| 5Y | -40.9% | +36.7% | -77.6% | -45.3% |
| 10Y | +192.5% | +290.8% | -98.3% | +123.1% |
| All | +3,784.3% | +7,091.1% | -3,306.8% | +1,424.8% |
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