+24.3%
W vs VRSN
+31.7%
-7.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.3% | +9.7% | +10.7% |
| 7D | +8.4% | +3.6% | +4.8% | +7.6% |
| 30D | +16.5% | +8.8% | +7.7% | +14.7% |
| 3M | +6.4% | +6.6% | -0.2% | +5.4% |
| 6M | +90.5% | +16.7% | +73.9% | +81.6% |
| YTD | +23.1% | +32.1% | -9.1% | +7.1% |
| 1Y | +24.3% | +34.1% | -9.8% | +4.5% |
| All | +24.3% | +31.7% | -7.4% | +4.5% |
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