+193.4%
B vs VRSN
+274.2%
-80.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.9% |
| 7D | +2.3% | -2.1% | +4.5% | +2.7% |
| 30D | +1.4% | -3.9% | +5.3% | +2.0% |
| 3M | +12.2% | -0.1% | +12.3% | +11.8% |
| 6M | -2.1% | +16.4% | -18.5% | -5.7% |
| YTD | +2.9% | +17.2% | -14.3% | -1.2% |
| 1Y | +55.3% | +1.0% | +54.3% | +53.5% |
| 3Y | +198.7% | +39.1% | +159.6% | +172.8% |
| 5Y | +153.8% | +29.0% | +124.8% | +131.8% |
| 10Y | +193.4% | +275.8% | -82.4% | +121.9% |
| All | +193.4% | +274.2% | -80.8% | +121.9% |
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