+216.7%
ACWI vs VRSN
+287.3%
-70.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.4% |
| 7D | -2.4% | +0.5% | -2.8% | -2.5% |
| 30D | -5.2% | +4.9% | -10.1% | -6.9% |
| 3M | -4.8% | +5.8% | -10.7% | -7.0% |
| 6M | -1.3% | +12.6% | -13.9% | -6.6% |
| YTD | +8.4% | +28.2% | -19.8% | -3.4% |
| 1Y | +11.0% | +30.4% | -19.4% | -1.9% |
| 3Y | +70.6% | +54.6% | +16.0% | +36.9% |
| 5Y | +55.3% | +35.1% | +20.2% | +29.6% |
| All | +216.7% | +287.3% | -70.6% | +84.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling