+42.1%
VRSN vs HBM
+510.3%
-468.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.8% | -9.1% | -3.3% |
| 7D | -2.1% | +7.4% | -9.5% | -2.1% |
| 30D | -3.9% | +5.1% | -9.0% | -3.8% |
| 3M | -0.1% | +11.1% | -11.3% | +0.2% |
| 6M | +16.4% | +30.2% | -13.8% | +16.4% |
| YTD | +17.2% | +46.2% | -29.0% | +16.2% |
| 1Y | +1.0% | +120.0% | -119.1% | -2.0% |
| All | +42.1% | +510.3% | -468.3% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling