+33.9%
UL vs VRSN
+54.2%
-20.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.1% |
| 7D | -1.7% | -1.2% | -0.5% | -1.6% |
| 30D | +4.5% | +3.8% | +0.7% | +4.1% |
| 3M | +5.5% | +9.5% | -4.1% | +4.4% |
| 6M | +17.0% | +10.3% | +6.7% | +15.4% |
| YTD | +3.2% | +30.5% | -27.3% | +0.2% |
| 1Y | -1.9% | +27.9% | -29.8% | -4.5% |
| All | +33.9% | +54.2% | -20.3% | +26.8% |
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