+35.0%
VRSN vs URA
+128.0%
-93.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +0.1% | +1.1% | -1.0% | -0.1% |
| 30D | -0.2% | +7.4% | -7.6% | -0.9% |
| 3M | -0.3% | -8.4% | +8.1% | +0.4% |
| 6M | +23.0% | -12.7% | +35.7% | +23.9% |
| YTD | +21.3% | +7.8% | +13.6% | +18.2% |
| 1Y | +6.7% | +19.5% | -12.7% | +1.4% |
| 3Y | +45.0% | +116.4% | -71.5% | +19.1% |
| All | +35.0% | +128.0% | -93.0% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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