+188.2%
THC vs VRSN
+6,651.0%
-6,462.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | -0.7% | +0.1% | -0.7% | -0.7% |
| 30D | +1.3% | -0.2% | +1.4% | +1.3% |
| 3M | +64.2% | -0.3% | +64.5% | +64.2% |
| 6M | +8.3% | +23.0% | -14.7% | +5.0% |
| YTD | +33.4% | +21.3% | +12.0% | +29.4% |
| 1Y | +37.7% | +6.7% | +30.9% | +35.7% |
| 3Y | +236.8% | +45.0% | +191.8% | +217.7% |
| 5Y | +249.3% | +35.0% | +214.2% | +233.1% |
| 10Y | +995.2% | +276.3% | +718.9% | +833.7% |
| All | +188.2% | +6,651.0% | -6,462.8% | +70.7% |
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 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