+34.8%
VRSN vs NTRS
+93.2%
-58.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.3% | +1.1% |
| 7D | +0.2% | +1.4% | -1.2% | -0.1% |
| 30D | +3.8% | -0.7% | +4.4% | +3.9% |
| 3M | +5.0% | +11.3% | -6.3% | +2.3% |
| 6M | +24.9% | +35.5% | -10.7% | +15.6% |
| YTD | +21.6% | +40.6% | -19.0% | +11.1% |
| 1Y | +2.4% | +49.2% | -46.8% | -8.0% |
| 3Y | +47.3% | +167.2% | -119.9% | +9.3% |
| All | +34.8% | +93.2% | -58.4% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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