+651.5%
ADI vs VRSN
+299.1%
+352.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.5% | +4.2% |
| 7D | +4.6% | +0.2% | +4.3% | +4.4% |
| 30D | -1.2% | +3.8% | -4.9% | -3.3% |
| 3M | -7.8% | +5.0% | -12.8% | -11.5% |
| 6M | +19.3% | +24.9% | -5.5% | +2.6% |
| YTD | +40.9% | +21.6% | +19.3% | +22.1% |
| 1Y | +54.5% | +2.4% | +52.1% | +47.9% |
| 3Y | +123.4% | +47.3% | +76.1% | +66.0% |
| 5Y | +142.3% | +34.7% | +107.6% | +87.0% |
| All | +651.5% | +299.1% | +352.4% | +300.8% |
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