+47.3%
VRSN vs TRU
-1.3%
+48.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.4% | +1.2% |
| 7D | +0.2% | -2.7% | +2.9% | +0.6% |
| 30D | +3.8% | -2.0% | +5.8% | +4.0% |
| 3M | +5.0% | +18.4% | -13.4% | +2.7% |
| 6M | +24.9% | +8.9% | +16.0% | +23.1% |
| YTD | +21.6% | -8.9% | +30.5% | +22.2% |
| 1Y | +2.4% | -15.9% | +18.3% | +3.7% |
| 3Y | +47.3% | -1.1% | +48.4% | +45.7% |
| All | +47.3% | -1.3% | +48.6% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 3y: compounded portfolio wealth divided by compounded TRU 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…
3y analysis · Full analysis span regression · 6 months rolling