-100.0%
VIVK vs VRSN
+32.1%
-132.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.3% |
| 7D | -9.5% | -1.5% | -7.9% | -9.2% |
| 30D | -35.1% | +0.7% | -35.8% | -35.3% |
| 3M | -93.4% | +0.6% | -93.9% | -93.4% |
| 6M | -98.0% | +21.7% | -119.7% | -98.0% |
| YTD | -97.9% | +20.0% | -117.9% | -97.9% |
| 1Y | -100.0% | +3.2% | -103.1% | -100.0% |
| 3Y | -100.0% | +42.4% | -142.4% | -100.0% |
| 5Y | -100.0% | +33.0% | -133.0% | -100.0% |
| All | -100.0% | +32.1% | -132.1% | -100.0% |
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