+50.7%
USHY vs VRSN
+164.9%
-114.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.5% |
| 7D | 0.0% | -2.1% | +2.2% | +0.3% |
| 30D | 0.0% | -3.9% | +3.9% | +0.5% |
| 3M | +1.2% | -0.1% | +1.3% | +1.0% |
| 6M | +2.6% | +16.4% | -13.8% | -0.2% |
| YTD | +2.4% | +17.2% | -14.8% | -0.6% |
| 1Y | +4.2% | +1.0% | +3.2% | +3.5% |
| 3Y | +28.0% | +39.1% | -11.1% | +19.3% |
| 5Y | +21.8% | +29.0% | -7.2% | +13.5% |
| All | +50.7% | +164.9% | -114.2% | +31.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling