+204.5%
URI vs VRSN
+34.7%
+169.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +6.7% | +1.4% | +5.3% | +6.2% |
| 30D | +8.9% | +3.9% | +5.0% | +7.3% |
| 3M | +0.5% | +9.3% | -8.8% | -3.0% |
| 6M | +20.7% | +6.7% | +14.0% | +16.6% |
| YTD | +40.0% | +30.0% | +10.0% | +23.0% |
| 1Y | +34.4% | +26.0% | +8.4% | +19.7% |
| 3Y | +149.5% | +53.1% | +96.3% | +93.5% |
| All | +204.5% | +34.7% | +169.8% | +139.4% |
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 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