+44.3%
AR vs VRSN
+285.8%
-241.5%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | -1.2% | -1.0% | -0.1% | -0.9% |
| 30D | +5.5% | -1.9% | +7.4% | +6.1% |
| 3M | +12.9% | +1.4% | +11.5% | +11.9% |
| 6M | +0.1% | +19.0% | -19.0% | -6.7% |
| YTD | +13.5% | +19.2% | -5.7% | +5.2% |
| 1Y | +21.6% | +1.7% | +19.9% | +19.2% |
| 3Y | +46.0% | +41.4% | +4.5% | +23.6% |
| 5Y | +143.7% | +31.7% | +112.1% | +108.7% |
| 10Y | +44.3% | +290.3% | -246.0% | -17.2% |
| All | +44.3% | +285.8% | -241.5% | -17.2% |
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