+31.7%
VRSN vs SPY
+81.0%
-49.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +2.0% |
| 7D | -1.0% | -0.4% | -0.7% | -0.8% |
| 30D | -1.9% | -1.4% | -0.5% | -0.9% |
| 3M | +1.4% | +3.7% | -2.3% | -1.6% |
| 6M | +19.0% | +13.0% | +6.0% | +8.0% |
| YTD | +19.2% | +12.4% | +6.8% | +8.3% |
| 1Y | +1.7% | +18.5% | -16.8% | -11.6% |
| 3Y | +41.4% | +77.6% | -36.2% | -17.4% |
| 5Y | +31.7% | +81.7% | -50.0% | -24.3% |
| All | +31.7% | +81.0% | -49.3% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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