+21.0%
USHY vs VRSN
+32.1%
-11.1%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.7% | -1.5% | +0.8% | -0.6% |
| 30D | -0.5% | +0.7% | -1.3% | -0.7% |
| 3M | +0.5% | +0.6% | 0.0% | +0.3% |
| 6M | +1.5% | +21.7% | -20.2% | -1.6% |
| YTD | +1.7% | +20.0% | -18.3% | -1.3% |
| 1Y | +3.5% | +3.2% | +0.4% | +2.8% |
| 3Y | +27.2% | +42.4% | -15.2% | +18.2% |
| 5Y | +21.0% | +33.0% | -12.0% | +11.6% |
| All | +21.0% | +32.1% | -11.1% | +11.6% |
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