+54.5%
AR vs VRSN
+285.2%
-230.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +4.0% |
| 7D | -5.8% | -0.9% | -4.9% | -5.5% |
| 30D | +4.8% | +2.4% | +2.4% | +3.9% |
| 3M | +1.5% | +6.4% | -4.9% | -0.9% |
| 6M | +4.7% | +8.6% | -3.9% | +1.1% |
| YTD | +9.2% | +29.3% | -20.1% | -1.8% |
| 1Y | +11.2% | +27.2% | -16.0% | +0.4% |
| 3Y | +46.2% | +52.8% | -6.6% | +20.6% |
| 5Y | +98.1% | +36.7% | +61.3% | +67.3% |
| 10Y | +54.5% | +290.8% | -236.3% | -9.3% |
| All | +54.5% | +285.2% | -230.7% | -9.3% |
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