+22.7%
USB vs VRSN
+37.2%
-14.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.6% |
| 7D | -1.5% | +2.0% | -3.5% | -2.0% |
| 30D | +4.3% | +6.5% | -2.2% | +2.5% |
| 3M | -6.1% | +6.7% | -12.7% | -7.8% |
| 6M | +9.4% | +13.8% | -4.4% | +4.8% |
| YTD | +15.2% | +29.6% | -14.5% | +5.3% |
| 1Y | +32.8% | +29.5% | +3.3% | +21.3% |
| 3Y | +91.3% | +56.9% | +34.4% | +59.1% |
| 5Y | +22.7% | +36.6% | -13.9% | -0.7% |
| All | +22.7% | +37.2% | -14.6% | -0.7% |
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