+1,753.6%
TRMB vs VRSN
+6,651.0%
-4,897.4%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | +1.5% | -0.2% | +1.7% | +1.6% |
| 3M | +6.8% | -0.3% | +7.1% | +6.7% |
| 6M | -14.9% | +23.0% | -37.9% | -19.7% |
| YTD | -24.1% | +21.3% | -45.4% | -28.2% |
| 1Y | -25.4% | +6.7% | -32.1% | -27.1% |
| 3Y | +8.0% | +45.0% | -36.9% | -3.0% |
| 5Y | -37.3% | +35.0% | -72.3% | -42.4% |
| 10Y | +116.8% | +276.3% | -159.5% | +55.7% |
| All | +1,753.6% | +6,651.0% | -4,897.4% | +762.9% |
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