+7,716.4%
TPR vs VRSN
+84.4%
+7,632.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | -23.0% | -0.2% | -22.8% | -23.0% |
| 3M | -12.5% | -0.3% | -12.2% | -12.9% |
| 6M | -21.4% | +23.0% | -44.4% | -26.4% |
| YTD | -3.5% | +21.3% | -24.9% | -9.6% |
| 1Y | +17.4% | +6.7% | +10.6% | +13.7% |
| 3Y | +291.3% | +45.0% | +246.3% | +245.9% |
| 5Y | +241.9% | +35.0% | +206.9% | +206.8% |
| 10Y | +322.7% | +276.3% | +46.3% | +195.0% |
| All | +7,716.4% | +84.4% | +7,632.1% | +3,805.2% |
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