+221.6%
ACWI vs VRSN
+285.2%
-63.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.1% |
| 7D | -0.2% | -0.9% | +0.7% | +0.2% |
| 30D | -3.3% | +2.4% | -5.7% | -4.2% |
| 3M | -3.4% | +6.4% | -9.8% | -5.8% |
| 6M | +0.8% | +8.6% | -7.7% | -3.2% |
| YTD | +10.7% | +29.3% | -18.6% | -1.7% |
| 1Y | +11.6% | +27.2% | -15.6% | -0.3% |
| 3Y | +73.4% | +52.8% | +20.5% | +40.0% |
| 5Y | +60.2% | +36.7% | +23.5% | +33.0% |
| 10Y | +221.6% | +290.8% | -69.3% | +86.3% |
| All | +221.6% | +285.2% | -63.6% | +86.3% |
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