+43.8%
D vs VRSN
+289.3%
-245.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | +0.8% | -0.8% | +1.6% | +1.0% |
| 30D | +10.7% | +0.7% | +10.0% | +10.4% |
| 3M | +2.3% | +4.1% | -1.8% | +0.9% |
| 6M | +12.5% | +6.7% | +5.8% | +9.8% |
| YTD | +20.1% | +27.1% | -7.0% | +10.7% |
| 1Y | +15.6% | +28.0% | -12.4% | +6.1% |
| 3Y | +75.2% | +52.6% | +22.6% | +49.9% |
| 5Y | +14.6% | +33.3% | -18.7% | +0.5% |
| 10Y | +43.8% | +279.5% | -235.8% | +9.2% |
| All | +43.8% | +289.3% | -245.5% | +9.2% |
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