+40.5%
W vs VRSN
+38.4%
+2.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +1.5% |
| 7D | +6.5% | -2.1% | +8.6% | +7.1% |
| 30D | -6.2% | -3.9% | -2.3% | -5.2% |
| 3M | +48.9% | -0.1% | +49.0% | +48.0% |
| 6M | +31.2% | +16.4% | +14.8% | +22.0% |
| YTD | -0.4% | +17.2% | -17.7% | -8.3% |
| 1Y | +14.8% | +1.0% | +13.8% | +12.8% |
| 3Y | +40.5% | +39.1% | +1.4% | +3.5% |
| All | +40.5% | +38.4% | +2.1% | +3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling