+371.6%
ALL vs VRSN
+292.3%
+79.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +5.0% | +1.4% | +3.6% | +4.5% |
| 30D | +13.3% | +3.9% | +9.5% | +11.8% |
| 3M | +3.2% | +9.3% | -6.2% | -0.2% |
| 6M | +25.3% | +6.7% | +18.7% | +21.9% |
| YTD | +30.5% | +30.0% | +0.4% | +17.4% |
| 1Y | +29.2% | +26.0% | +3.2% | +17.6% |
| 3Y | +119.1% | +53.1% | +66.0% | +82.7% |
| 5Y | +162.6% | +35.0% | +127.6% | +124.6% |
| All | +371.6% | +292.3% | +79.3% | +195.7% |
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