+421.3%
THC vs VRSN
+53.7%
+367.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +1.0% | +1.4% | -0.5% | +0.7% |
| 30D | +5.3% | +3.9% | +1.5% | +4.6% |
| 3M | +7.1% | +9.3% | -2.2% | +5.4% |
| 6M | +46.0% | +6.7% | +39.4% | +42.9% |
| YTD | +43.9% | +30.0% | +13.9% | +35.9% |
| 1Y | +45.4% | +26.0% | +19.4% | +38.4% |
| 3Y | +421.3% | +53.1% | +368.2% | +385.7% |
| All | +421.3% | +53.7% | +367.6% | +385.7% |
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