+105.5%
V vs VRSN
+34.1%
+71.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | -0.8% | -0.8% | 0.0% | -0.5% |
| 30D | +9.5% | +0.7% | +8.8% | +9.2% |
| 3M | +16.7% | +4.1% | +12.5% | +14.8% |
| 6M | +32.9% | +6.7% | +26.2% | +28.9% |
| YTD | +21.1% | +27.1% | -6.0% | +8.7% |
| 1Y | +26.6% | +28.0% | -1.3% | +13.3% |
| 3Y | +78.4% | +52.6% | +25.7% | +44.8% |
| 5Y | +105.5% | +33.3% | +72.2% | +67.2% |
| All | +105.5% | +34.1% | +71.4% | +67.2% |
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