+43.2%
TER vs VRSN
+31.7%
+11.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.3% | -8.1% | -5.8% |
| 7D | -19.9% | +3.6% | -23.5% | -17.7% |
| 30D | -43.5% | +8.8% | -52.4% | -39.7% |
| 3M | -37.8% | +6.6% | -44.4% | -34.1% |
| 6M | -25.6% | +16.7% | -42.2% | -12.5% |
| YTD | +29.8% | +32.1% | -2.3% | +65.2% |
| 1Y | +43.2% | +34.1% | +9.1% | +84.5% |
| All | +43.2% | +31.7% | +11.5% | +84.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling