+151.8%
TER vs VRSN
+55.3%
+96.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +2.3% |
| 7D | -20.5% | +0.5% | -20.9% | -20.4% |
| 30D | -47.0% | +4.9% | -51.9% | -46.3% |
| 3M | -43.3% | +5.8% | -49.1% | -42.1% |
| 6M | -42.9% | +12.6% | -55.5% | -40.3% |
| YTD | +12.9% | +28.2% | -15.4% | +19.0% |
| 1Y | +18.2% | +30.4% | -12.3% | +24.2% |
| 3Y | +151.8% | +54.6% | +97.2% | +118.4% |
| All | +151.8% | +55.3% | +96.5% | +118.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling