+240.3%
UMC vs VRSN
+4.1%
+236.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.0% | +2.9% |
| 7D | +9.0% | +0.2% | +8.8% | +9.1% |
| 30D | +17.2% | +3.8% | +13.5% | +19.0% |
| 3M | +11.4% | +5.0% | +6.4% | +16.7% |
| 6M | +137.5% | +24.9% | +112.6% | +144.3% |
| YTD | +193.1% | +21.6% | +171.5% | +206.5% |
| 1Y | +240.3% | +2.4% | +237.9% | +277.1% |
| All | +240.3% | +4.1% | +236.2% | +277.1% |
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