-68.0%
U vs VRSN
+30.0%
-98.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +5.5% |
| 7D | +4.5% | -2.1% | +6.6% | +6.3% |
| 30D | -0.6% | -3.9% | +3.3% | +2.4% |
| 3M | +48.4% | -0.1% | +48.6% | +45.7% |
| 6M | +115.4% | +16.4% | +99.0% | +77.6% |
| YTD | -3.2% | +17.2% | -20.5% | -21.7% |
| 1Y | -6.0% | +1.0% | -7.0% | -11.1% |
| 3Y | +13.5% | +39.1% | -25.6% | -31.5% |
| 5Y | -68.0% | +29.0% | -97.0% | -77.3% |
| All | -68.0% | +30.0% | -98.0% | -77.3% |
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