+25.3%
USB vs VRSN
+39.9%
-14.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.5% |
| 7D | +2.4% | +3.6% | -1.2% | +1.4% |
| 30D | +6.6% | +8.8% | -2.3% | +4.1% |
| 3M | -4.1% | +6.6% | -10.7% | -5.9% |
| 6M | +12.5% | +16.7% | -4.2% | +7.0% |
| YTD | +17.6% | +32.1% | -14.5% | +7.0% |
| 1Y | +36.5% | +34.1% | +2.4% | +23.4% |
| 3Y | +95.4% | +59.9% | +35.5% | +61.7% |
| All | +25.3% | +39.9% | -14.6% | +0.9% |
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 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