+31.5%
UL vs VRSN
+37.7%
-6.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.2% |
| 7D | -1.7% | -1.2% | -0.5% | -1.5% |
| 30D | +4.5% | +3.8% | +0.7% | +3.8% |
| 3M | +5.5% | +9.5% | -4.1% | +3.6% |
| 6M | +17.0% | +10.3% | +6.7% | +14.6% |
| YTD | +3.2% | +30.5% | -27.3% | -2.3% |
| 1Y | -1.9% | +27.9% | -29.8% | -6.8% |
| 3Y | +33.6% | +54.3% | -20.7% | +20.2% |
| 5Y | +31.5% | +37.2% | -5.7% | +20.2% |
| All | +31.5% | +37.7% | -6.2% | +20.2% |
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