+19.3%
TPR vs VRSN
+31.7%
-12.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.6% |
| 7D | +12.6% | +3.6% | +9.1% | +12.7% |
| 30D | +7.1% | +8.8% | -1.7% | +7.3% |
| 3M | -19.4% | +6.6% | -26.0% | -19.2% |
| 6M | -9.7% | +16.7% | -26.4% | -9.4% |
| YTD | -1.0% | +32.1% | -33.1% | -2.3% |
| 1Y | +19.3% | +34.1% | -14.8% | +15.3% |
| All | +19.3% | +31.7% | -12.4% | +15.3% |
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