+672.3%
AU vs VRSN
+299.1%
+373.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.3% |
| 7D | -4.3% | +0.2% | -4.5% | -4.3% |
| 30D | +7.3% | +3.8% | +3.6% | +6.6% |
| 3M | +26.3% | +5.0% | +21.3% | +25.0% |
| 6M | +1.8% | +24.9% | -23.1% | -3.0% |
| YTD | +26.8% | +21.6% | +5.2% | +21.1% |
| 1Y | +66.7% | +2.4% | +64.3% | +64.7% |
| 3Y | +579.1% | +47.3% | +531.7% | +515.0% |
| 5Y | +689.3% | +34.7% | +654.6% | +615.1% |
| All | +672.3% | +299.1% | +373.2% | +498.8% |
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