+158.5%
TRV vs VRSN
+32.1%
+126.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.4% |
| 7D | -1.5% | -1.5% | +0.1% | -1.2% |
| 30D | -1.8% | +0.7% | -2.5% | -2.0% |
| 3M | +21.6% | +0.6% | +21.0% | +21.2% |
| 6M | +22.5% | +21.7% | +0.7% | +17.3% |
| YTD | +28.1% | +20.0% | +8.1% | +22.9% |
| 1Y | +37.0% | +3.2% | +33.9% | +35.5% |
| 3Y | +141.9% | +42.4% | +99.5% | +122.0% |
| 5Y | +158.5% | +33.0% | +125.5% | +136.0% |
| All | +158.5% | +32.1% | +126.4% | +136.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling