+31.7%
VRSN vs HBM
+392.2%
-360.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.7% |
| 7D | -1.0% | +5.5% | -6.6% | -1.3% |
| 30D | -1.9% | +3.3% | -5.2% | -2.1% |
| 3M | +1.4% | +12.7% | -11.3% | +0.5% |
| 6M | +19.0% | +28.2% | -9.1% | +16.3% |
| YTD | +19.2% | +45.3% | -26.1% | +14.5% |
| 1Y | +1.7% | +121.7% | -120.0% | -6.5% |
| 3Y | +41.4% | +523.5% | -482.1% | +12.6% |
| 5Y | +31.7% | +393.9% | -362.2% | +5.8% |
| All | +31.7% | +392.2% | -360.6% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling