+234.1%
TER vs VRSN
+2.9%
+231.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +4.3% |
| 7D | +12.4% | -1.0% | +13.4% | +11.6% |
| 30D | +5.1% | -1.9% | +7.0% | +4.3% |
| 3M | +4.0% | +1.4% | +2.6% | +9.1% |
| 6M | +29.5% | +19.0% | +10.5% | +47.9% |
| YTD | +98.5% | +19.2% | +79.3% | +129.6% |
| 1Y | +234.1% | +1.7% | +232.4% | +294.3% |
| All | +234.1% | +2.9% | +231.2% | +294.3% |
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 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