+225.9%
VIK vs VRSN
+70.8%
+155.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.7% |
| 7D | -0.8% | -1.0% | +0.2% | -0.7% |
| 30D | -18.0% | -1.9% | -16.1% | -17.8% |
| 3M | -5.8% | +1.4% | -7.2% | -6.1% |
| 6M | +17.2% | +19.0% | -1.9% | +10.8% |
| YTD | +19.1% | +19.2% | -0.1% | +12.0% |
| 1Y | +33.6% | +1.7% | +31.9% | +33.7% |
| All | +225.9% | +70.8% | +155.1% | +168.9% |
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