+73.6%
XLF vs VRSN
+41.8%
+31.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.8% |
| 7D | -1.0% | -1.0% | 0.0% | -0.8% |
| 30D | -1.3% | -1.9% | +0.6% | -1.0% |
| 3M | +9.1% | +1.4% | +7.8% | +8.6% |
| 6M | +14.4% | +19.0% | -4.7% | +9.0% |
| YTD | +5.1% | +19.2% | -14.1% | -0.1% |
| 1Y | +8.6% | +1.7% | +7.0% | +8.0% |
| All | +73.6% | +41.8% | +31.9% | +51.5% |
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