+286.5%
C vs VRSN
+274.2%
+12.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.6% |
| 7D | +3.2% | -2.1% | +5.3% | +4.0% |
| 30D | +1.3% | -3.9% | +5.2% | +2.8% |
| 3M | +3.1% | -0.1% | +3.3% | +2.3% |
| 6M | +29.6% | +16.4% | +13.2% | +19.5% |
| YTD | +19.0% | +17.2% | +1.7% | +8.5% |
| 1Y | +45.6% | +1.0% | +44.7% | +41.8% |
| 3Y | +269.3% | +39.1% | +230.2% | +203.4% |
| 5Y | +131.6% | +29.0% | +102.6% | +91.1% |
| 10Y | +286.5% | +275.8% | +10.7% | +122.1% |
| All | +286.5% | +274.2% | +12.3% | +122.1% |
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