+513.1%
TRI vs VRSN
+3,635.6%
-3,122.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.5% | -2.3% |
| 7D | -8.4% | -1.0% | -7.4% | -8.1% |
| 30D | -6.5% | -1.9% | -4.6% | -6.0% |
| 3M | +18.6% | +1.4% | +17.2% | +18.4% |
| 6M | -10.4% | +19.0% | -29.5% | -14.0% |
| YTD | -23.7% | +19.2% | -42.9% | -26.7% |
| 1Y | -42.5% | +1.7% | -44.1% | -42.7% |
| 3Y | -19.3% | +41.4% | -60.7% | -26.2% |
| 5Y | -9.7% | +31.7% | -41.3% | -16.8% |
| 10Y | +194.4% | +290.3% | -95.8% | +111.8% |
| All | +513.1% | +3,635.6% | -3,122.5% | +179.5% |
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