+3,783.3%
TECH vs VRSN
+7,159.8%
-3,376.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | +0.1% | -1.2% | +1.3% | +0.3% |
| 30D | +0.3% | +3.8% | -3.4% | -0.4% |
| 3M | +1.0% | +9.5% | -8.5% | -1.0% |
| 6M | +54.0% | +10.3% | +43.7% | +50.2% |
| YTD | +24.3% | +30.5% | -6.2% | +16.7% |
| 1Y | +23.7% | +27.9% | -4.2% | +16.6% |
| 3Y | +28.5% | +54.3% | -25.8% | +15.9% |
| 5Y | -41.2% | +37.2% | -78.4% | -45.7% |
| 10Y | +189.2% | +293.1% | -103.9% | +120.3% |
| All | +3,783.3% | +7,159.8% | -3,376.5% | +1,421.5% |
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 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