+36.5%
USB vs VRSN
+31.7%
+4.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.9% |
| 7D | +2.4% | +3.6% | -1.2% | +2.3% |
| 30D | +6.6% | +8.8% | -2.3% | +6.2% |
| 3M | -4.1% | +6.6% | -10.7% | -4.4% |
| 6M | +12.5% | +16.7% | -4.2% | +11.8% |
| YTD | +17.6% | +32.1% | -14.5% | +15.2% |
| 1Y | +36.5% | +34.1% | +2.4% | +33.0% |
| All | +36.5% | +31.7% | +4.8% | +33.0% |
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