+396.0%
TPR vs VRSN
+53.7%
+342.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -0.3% | +1.4% | -1.7% | -0.5% |
| 30D | +15.1% | +3.9% | +11.3% | +14.5% |
| 3M | +3.5% | +9.3% | -5.8% | +2.2% |
| 6M | +0.4% | +6.7% | -6.2% | -0.5% |
| YTD | +4.6% | +30.0% | -25.4% | -1.2% |
| 1Y | +33.1% | +26.0% | +7.1% | +26.8% |
| 3Y | +396.0% | +53.1% | +342.8% | +319.3% |
| All | +396.0% | +53.7% | +342.3% | +319.3% |
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 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