+147.4%
URI vs VRSN
+55.3%
+92.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.3% |
| 7D | -9.8% | +0.5% | -10.3% | -9.8% |
| 30D | +1.7% | +4.9% | -3.2% | +1.2% |
| 3M | -9.1% | +5.8% | -14.9% | -9.7% |
| 6M | +9.9% | +12.6% | -2.7% | +7.4% |
| YTD | +31.2% | +28.2% | +3.0% | +24.7% |
| 1Y | +25.9% | +30.4% | -4.5% | +19.1% |
| 3Y | +147.4% | +54.6% | +92.8% | +94.9% |
| All | +147.4% | +55.3% | +92.1% | +94.9% |
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