+253.9%
UMC vs VRSN
+42.7%
+211.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.5% |
| 7D | +11.4% | -1.5% | +12.9% | +11.3% |
| 30D | +16.8% | +0.7% | +16.1% | +16.8% |
| 3M | +19.1% | +0.6% | +18.5% | +20.5% |
| 6M | +137.4% | +21.7% | +115.7% | +130.4% |
| YTD | +186.4% | +20.0% | +166.4% | +178.8% |
| 1Y | +229.1% | +3.2% | +225.9% | +232.2% |
| All | +253.9% | +42.7% | +211.2% | +226.4% |
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