+214.8%
B vs VRSN
+292.3%
-77.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -7.3% | +1.4% | -8.7% | -7.6% |
| 30D | -3.3% | +3.9% | -7.2% | -4.0% |
| 3M | -7.8% | +9.3% | -17.1% | -9.2% |
| 6M | -15.5% | +6.7% | -22.2% | -16.8% |
| YTD | -12.3% | +30.0% | -42.3% | -17.2% |
| 1Y | +5.4% | +26.0% | -20.6% | 0.0% |
| 3Y | +165.5% | +53.1% | +112.4% | +139.2% |
| 5Y | +107.0% | +35.0% | +72.0% | +88.3% |
| All | +214.8% | +292.3% | -77.5% | +166.1% |
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