-6.5%
U vs VRSN
+2.9%
-9.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.9% |
| 7D | +4.4% | -1.0% | +5.4% | +4.6% |
| 30D | -1.3% | -1.9% | +0.6% | -0.9% |
| 3M | +49.6% | +1.4% | +48.2% | +48.4% |
| 6M | +100.2% | +19.0% | +81.1% | +82.6% |
| YTD | -3.7% | +19.2% | -22.9% | -14.0% |
| 1Y | -6.5% | +1.7% | -8.2% | -2.7% |
| All | -6.5% | +2.9% | -9.4% | -2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling