+72.6%
XYZ vs VRSN
+55.3%
+17.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.0% |
| 7D | +12.1% | +0.5% | +11.7% | +12.1% |
| 30D | +12.4% | +4.9% | +7.5% | +10.8% |
| 3M | +8.2% | +5.8% | +2.3% | +6.4% |
| 6M | +20.7% | +12.6% | +8.1% | +15.3% |
| YTD | +31.3% | +28.2% | +3.1% | +18.7% |
| 1Y | +20.5% | +30.4% | -9.9% | +7.8% |
| 3Y | +72.6% | +54.6% | +18.0% | +35.7% |
| All | +72.6% | +55.3% | +17.4% | +35.7% |
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