+49.7%
USHY vs VRSN
+174.8%
-125.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.2% |
| 7D | -0.7% | +0.2% | -0.9% | -0.7% |
| 30D | -0.7% | +3.8% | -4.4% | -1.3% |
| 3M | +0.1% | +5.0% | -5.0% | -0.9% |
| 6M | +1.8% | +24.9% | -23.1% | -2.1% |
| YTD | +1.8% | +21.6% | -19.8% | -1.8% |
| 1Y | +3.3% | +2.4% | +0.9% | +2.4% |
| 3Y | +27.0% | +47.3% | -20.4% | +17.3% |
| 5Y | +21.0% | +34.7% | -13.7% | +12.0% |
| All | +49.7% | +174.8% | -125.0% | +30.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling