-10.2%
UL vs VRSN
+4.1%
-14.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.5% |
| 7D | -3.4% | +0.2% | -3.6% | -3.4% |
| 30D | +0.5% | +3.8% | -3.3% | +0.2% |
| 3M | +7.2% | +5.0% | +2.2% | +6.4% |
| 6M | -3.1% | +24.9% | -27.9% | -3.5% |
| YTD | -2.7% | +21.6% | -24.3% | -3.2% |
| 1Y | -10.2% | +2.4% | -12.7% | -11.0% |
| All | -10.2% | +4.1% | -14.3% | -11.0% |
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 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