+96.6%
USB vs VRSN
+60.0%
+36.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.7% |
| 7D | +2.4% | +3.6% | -1.2% | +1.8% |
| 30D | +6.6% | +8.8% | -2.3% | +5.1% |
| 3M | -4.1% | +6.6% | -10.7% | -5.1% |
| 6M | +12.5% | +16.7% | -4.2% | +9.3% |
| YTD | +17.6% | +32.1% | -14.5% | +10.9% |
| 1Y | +36.5% | +34.1% | +2.4% | +28.2% |
| All | +96.6% | +60.0% | +36.6% | +59.2% |
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