+3,319.5%
V vs VRSN
+964.6%
+2,354.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.4% |
| 7D | +0.8% | -0.9% | +1.7% | +1.2% |
| 30D | +9.9% | +2.4% | +7.5% | +8.7% |
| 3M | +17.5% | +6.4% | +11.1% | +14.0% |
| 6M | +33.5% | +8.6% | +24.9% | +27.2% |
| YTD | +21.6% | +29.3% | -7.7% | +5.9% |
| 1Y | +27.6% | +27.2% | +0.4% | +11.9% |
| 3Y | +76.4% | +52.8% | +23.6% | +39.1% |
| 5Y | +103.8% | +36.7% | +67.1% | +66.0% |
| 10Y | +455.5% | +290.8% | +164.7% | +180.6% |
| All | +3,319.5% | +964.6% | +2,354.9% | +792.3% |
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