+1,007.5%
ASX vs VRSN
+296.1%
+711.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.0% | +5.6% | +6.2% |
| 7D | +0.8% | -1.2% | +2.1% | +1.5% |
| 30D | -20.4% | +3.8% | -24.2% | -21.5% |
| 3M | -2.1% | +9.5% | -11.7% | -5.7% |
| 6M | +8.2% | +10.3% | -2.0% | +2.2% |
| YTD | +137.3% | +30.5% | +106.8% | +105.0% |
| 1Y | +155.0% | +27.9% | +127.1% | +122.2% |
| 3Y | +397.9% | +54.3% | +343.6% | +282.6% |
| 5Y | +529.2% | +37.2% | +492.1% | +405.3% |
| 10Y | +1,007.5% | +293.1% | +714.5% | +498.5% |
| All | +1,007.5% | +296.1% | +711.4% | +498.5% |
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