+33.3%
VRSN vs ARWR
-40.7%
+74.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -15.3% | +14.4% | +0.5% |
| 7D | -0.8% | -17.3% | +16.5% | +0.8% |
| 30D | +0.7% | -21.5% | +22.2% | +2.8% |
| 3M | +4.1% | -43.8% | +48.0% | +9.3% |
| 6M | +6.7% | -32.3% | +39.0% | +9.4% |
| YTD | +27.1% | -25.8% | +52.9% | +28.3% |
| 1Y | +28.0% | +25.5% | +2.5% | +21.1% |
| 3Y | +52.6% | +84.1% | -31.5% | +29.2% |
| 5Y | +33.3% | -39.2% | +72.5% | +25.3% |
| All | +33.3% | -40.7% | +74.0% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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