+237.5%
VIK vs VRSN
+68.0%
+169.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +3.2% |
| 7D | +3.6% | -2.1% | +5.7% | +3.9% |
| 30D | -16.7% | -3.9% | -12.8% | -16.3% |
| 3M | -1.1% | -0.1% | -0.9% | -1.2% |
| 6M | +27.8% | +16.4% | +11.4% | +21.4% |
| YTD | +23.3% | +17.2% | +6.1% | +16.2% |
| 1Y | +38.2% | +1.0% | +37.2% | +38.0% |
| All | +237.5% | +68.0% | +169.5% | +179.1% |
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