+115.0%
UMC vs VRSN
+31.7%
+83.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -1.5% |
| 7D | -14.7% | +3.6% | -18.3% | -13.3% |
| 30D | -32.9% | +8.8% | -41.7% | -30.2% |
| 3M | -22.2% | +6.6% | -28.8% | -19.8% |
| 6M | +25.9% | +16.7% | +9.2% | +38.0% |
| YTD | +107.9% | +32.1% | +75.8% | +135.0% |
| 1Y | +115.0% | +34.1% | +81.0% | +142.3% |
| All | +115.0% | +31.7% | +83.3% | +142.3% |
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 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