+35.0%
VRSN vs SUI
-26.3%
+61.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.6% |
| 7D | +0.5% | +6.2% | -5.7% | -1.6% |
| 30D | +4.9% | +8.6% | -3.7% | +1.8% |
| 3M | +5.8% | +1.0% | +4.8% | +5.2% |
| 6M | +12.6% | -2.6% | +15.2% | +13.2% |
| YTD | +28.2% | -0.1% | +28.4% | +27.4% |
| 1Y | +30.4% | +0.5% | +30.0% | +29.2% |
| 3Y | +54.6% | +15.3% | +39.3% | +41.5% |
| All | +35.0% | -26.3% | +61.3% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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