+1,787.0%
VRSN vs HBM
+456.2%
+1,330.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | +1.4% | +2.2% | -0.8% | +1.1% |
| 30D | +3.9% | -11.8% | +15.7% | +5.1% |
| 3M | +9.3% | -19.2% | +28.5% | +11.4% |
| 6M | +6.7% | -22.9% | +29.5% | +8.1% |
| YTD | +30.0% | +7.8% | +22.2% | +25.1% |
| 1Y | +26.0% | +34.9% | -8.9% | +17.6% |
| 3Y | +53.1% | +422.2% | -369.1% | +16.1% |
| 5Y | +35.0% | +192.8% | -157.8% | +6.5% |
| 10Y | +291.7% | +281.1% | +10.6% | +161.3% |
| All | +1,787.0% | +456.2% | +1,330.8% | +818.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling