+3,763.5%
TECH vs VRSN
+6,651.0%
-2,887.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.1% | +0.1% | +0.1% | +0.1% |
| 30D | +0.7% | -0.2% | +0.9% | +0.7% |
| 3M | +36.3% | -0.3% | +36.6% | +36.0% |
| 6M | +25.6% | +23.0% | +2.6% | +19.6% |
| YTD | +23.7% | +21.3% | +2.3% | +17.9% |
| 1Y | +37.6% | +6.7% | +30.9% | +34.5% |
| 3Y | -6.6% | +45.0% | -51.5% | -14.6% |
| 5Y | -42.2% | +35.0% | -77.3% | -46.3% |
| 10Y | +187.6% | +276.3% | -88.8% | +121.2% |
| All | +3,763.5% | +6,651.0% | -2,887.5% | +1,437.3% |
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