+35.0%
VRSN vs RACE
+93.6%
-58.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.1% |
| 7D | +0.1% | -2.5% | +2.6% | +0.7% |
| 30D | -0.2% | +0.8% | -0.9% | -0.5% |
| 3M | -0.3% | +17.2% | -17.4% | -5.1% |
| 6M | +23.0% | +13.6% | +9.4% | +17.7% |
| YTD | +21.3% | +12.2% | +9.1% | +16.1% |
| 1Y | +6.7% | -16.3% | +23.0% | +11.7% |
| 3Y | +45.0% | +36.4% | +8.5% | +17.3% |
| All | +35.0% | +93.6% | -58.5% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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