+200.5%
B vs VRSN
+289.3%
-88.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.4% |
| 7D | +11.3% | -0.8% | +12.2% | +11.5% |
| 30D | +2.9% | +0.7% | +2.3% | +2.8% |
| 3M | -2.9% | +4.1% | -7.0% | -3.6% |
| 6M | -1.2% | +6.7% | -7.9% | -2.8% |
| YTD | -1.3% | +27.1% | -28.4% | -6.6% |
| 1Y | +30.4% | +28.0% | +2.4% | +23.2% |
| 3Y | +195.3% | +52.6% | +142.7% | +165.7% |
| 5Y | +146.2% | +33.3% | +112.9% | +124.2% |
| 10Y | +200.5% | +279.5% | -79.0% | +144.2% |
| All | +200.5% | +289.3% | -88.8% | +144.2% |
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