+20.1%
W vs VRSN
+7.9%
+12.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +3.0% | +2.6% |
| 7D | -4.2% | +0.1% | -4.2% | -4.2% |
| 30D | -7.6% | -0.2% | -7.4% | -7.4% |
| 3M | +37.2% | -0.3% | +37.5% | +36.5% |
| 6M | +26.3% | +23.0% | +3.3% | +19.4% |
| YTD | -1.0% | +21.3% | -22.3% | -7.8% |
| 1Y | +20.1% | +6.7% | +13.4% | +16.6% |
| All | +20.1% | +7.9% | +12.2% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 1y: compounded portfolio wealth divided by compounded VRSN 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…
1y analysis · Full analysis span regression · 6 months rolling