-18.4%
Z vs VRSN
+57.0%
-75.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -1.9% | -8.8% | -9.8% |
| 7D | -2.3% | +2.0% | -4.3% | -3.0% |
| 30D | +9.4% | +6.5% | +2.9% | +6.6% |
| 3M | -16.1% | +6.7% | -22.8% | -18.2% |
| 6M | -30.4% | +13.8% | -44.2% | -34.2% |
| YTD | -55.6% | +29.6% | -85.2% | -60.4% |
| 1Y | -58.5% | +29.5% | -88.0% | -63.1% |
| All | -18.4% | +57.0% | -75.3% | -38.7% |
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