+606.1%
COST vs VRSN
+299.1%
+307.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | -0.2% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | -4.7% | +3.8% | -8.5% | -6.0% |
| 3M | -7.1% | +5.0% | -12.1% | -9.1% |
| 6M | -8.5% | +24.9% | -33.4% | -16.3% |
| YTD | +5.4% | +21.6% | -16.2% | -2.9% |
| 1Y | -5.6% | +2.4% | -8.0% | -7.6% |
| 3Y | +68.5% | +47.3% | +21.1% | +41.1% |
| 5Y | +105.2% | +34.7% | +70.5% | +75.3% |
| All | +606.1% | +299.1% | +307.0% | +411.3% |
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