+1,604.9%
TRV vs VRSN
+6,422.7%
-4,817.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.5% |
| 7D | +0.5% | -2.1% | +2.6% | +0.8% |
| 30D | -4.9% | -3.9% | -0.9% | -4.4% |
| 3M | +23.7% | -0.1% | +23.9% | +23.6% |
| 6M | +20.3% | +16.4% | +3.9% | +17.6% |
| YTD | +27.1% | +17.2% | +9.8% | +23.9% |
| 1Y | +35.3% | +1.0% | +34.4% | +34.6% |
| 3Y | +139.8% | +39.1% | +100.7% | +127.5% |
| 5Y | +153.9% | +29.0% | +124.9% | +141.2% |
| 10Y | +285.9% | +275.8% | +10.0% | +219.9% |
| All | +1,604.9% | +6,422.7% | -4,817.7% | +836.5% |
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