+675.7%
VRSN vs INDA
+111.6%
+564.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.7% | -2.7% |
| 7D | -2.1% | -1.0% | -1.2% | -1.7% |
| 30D | -3.9% | -2.5% | -1.4% | -2.9% |
| 3M | -0.1% | +4.0% | -4.1% | -1.8% |
| 6M | +16.4% | -1.8% | +18.2% | +16.8% |
| YTD | +17.2% | -9.2% | +26.4% | +21.4% |
| 1Y | +1.0% | -7.2% | +8.2% | +3.5% |
| 3Y | +39.1% | +9.8% | +29.3% | +31.4% |
| 5Y | +29.0% | +7.5% | +21.5% | +22.8% |
| 10Y | +275.8% | +80.8% | +195.1% | +181.4% |
| All | +675.7% | +111.6% | +564.1% | +442.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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