+44.4%
VRSN vs HBM
+506.5%
-462.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.7% |
| 7D | -1.0% | +5.5% | -6.6% | -1.0% |
| 30D | -1.9% | +3.3% | -5.2% | -1.8% |
| 3M | +1.4% | +12.7% | -11.3% | +1.7% |
| 6M | +19.0% | +28.2% | -9.1% | +19.0% |
| YTD | +19.2% | +45.3% | -26.1% | +18.2% |
| 1Y | +1.7% | +121.7% | -120.0% | -1.5% |
| All | +44.4% | +506.5% | -462.1% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 2023-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded HBM 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling