+35.3%
D vs VRSN
+274.2%
-238.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.5% |
| 7D | +0.8% | -2.1% | +2.9% | +1.3% |
| 30D | -0.7% | -3.9% | +3.2% | +0.2% |
| 3M | +2.1% | -0.1% | +2.2% | +1.7% |
| 6M | +6.8% | +16.4% | -9.6% | +1.4% |
| YTD | +16.5% | +17.2% | -0.7% | +10.0% |
| 1Y | +19.2% | +1.0% | +18.2% | +17.4% |
| 3Y | +61.9% | +39.1% | +22.8% | +42.5% |
| 5Y | +6.5% | +29.0% | -22.5% | -6.0% |
| 10Y | +35.3% | +275.8% | -240.6% | +0.4% |
| All | +35.3% | +274.2% | -238.9% | +0.4% |
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