-15.2%
Z vs VRSN
+51.5%
-66.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.9% | +4.7% | +4.2% |
| 7D | -5.2% | -0.8% | -4.3% | -4.7% |
| 30D | +5.7% | +0.7% | +5.0% | +5.5% |
| 3M | -8.7% | +4.1% | -12.9% | -10.2% |
| 6M | -26.0% | +6.7% | -32.7% | -28.2% |
| YTD | -55.0% | +27.1% | -82.1% | -59.6% |
| 1Y | -58.0% | +28.0% | -86.0% | -62.4% |
| 3Y | -15.2% | +52.6% | -67.8% | -34.1% |
| All | -15.2% | +51.5% | -66.6% | -34.1% |
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