+13.5%
U vs VRSN
+38.4%
-24.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +3.8% |
| 7D | +4.5% | -2.1% | +6.6% | +5.2% |
| 30D | -0.6% | -3.9% | +3.3% | +0.7% |
| 3M | +48.4% | -0.1% | +48.6% | +47.6% |
| 6M | +115.4% | +16.4% | +99.0% | +97.9% |
| YTD | -3.2% | +17.2% | -20.5% | -11.9% |
| 1Y | -6.0% | +1.0% | -7.0% | -8.2% |
| 3Y | +13.5% | +39.1% | -25.6% | -10.8% |
| All | +13.5% | +38.4% | -24.9% | -10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling