+78.4%
V vs VRSN
+51.5%
+26.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | -0.8% | -0.8% | 0.0% | -0.5% |
| 30D | +9.5% | +0.7% | +8.8% | +9.3% |
| 3M | +16.7% | +4.1% | +12.5% | +15.3% |
| 6M | +32.9% | +6.7% | +26.2% | +30.1% |
| YTD | +21.1% | +27.1% | -6.0% | +11.8% |
| 1Y | +26.6% | +28.0% | -1.3% | +16.6% |
| 3Y | +78.4% | +52.6% | +25.7% | +54.5% |
| All | +78.4% | +51.5% | +26.9% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling