+620.2%
ADI vs VRSN
+292.3%
+327.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -2.9% | -2.9% |
| 7D | +9.5% | +1.4% | +8.1% | +8.6% |
| 30D | -1.4% | +3.9% | -5.2% | -3.3% |
| 3M | +4.7% | +9.3% | -4.6% | -0.5% |
| 6M | -7.4% | +6.7% | -14.1% | -12.4% |
| YTD | +48.1% | +30.0% | +18.0% | +23.3% |
| 1Y | +69.6% | +26.0% | +43.6% | +43.8% |
| 3Y | +144.4% | +53.1% | +91.2% | +77.6% |
| 5Y | +134.1% | +35.0% | +99.1% | +80.9% |
| All | +620.2% | +292.3% | +327.8% | +252.3% |
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