+24.7%
Z vs VRSN
+321.2%
-296.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -4.2% | -0.2% | -4.0% | -4.1% |
| 3M | -3.7% | -0.3% | -3.4% | -3.7% |
| 6M | -24.5% | +23.0% | -47.5% | -34.5% |
| YTD | -49.3% | +21.3% | -70.6% | -55.8% |
| 1Y | -58.7% | +6.7% | -65.4% | -61.1% |
| 3Y | -34.1% | +45.0% | -79.1% | -50.6% |
| 5Y | -64.5% | +35.0% | -99.6% | -72.4% |
| 10Y | -0.5% | +276.3% | -276.8% | -51.9% |
| All | +24.7% | +321.2% | -296.5% | -43.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling