+66.9%
DD vs VRSN
+299.1%
-232.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.8% |
| 7D | -3.5% | +0.2% | -3.7% | -3.6% |
| 30D | -11.7% | +3.8% | -15.4% | -13.1% |
| 3M | -9.2% | +5.0% | -14.2% | -11.7% |
| 6M | -7.2% | +24.9% | -32.1% | -16.8% |
| YTD | +6.6% | +21.6% | -15.0% | -4.0% |
| 1Y | +32.0% | +2.4% | +29.6% | +28.1% |
| 3Y | +42.1% | +47.3% | -5.2% | +15.1% |
| 5Y | +58.1% | +34.7% | +23.3% | +30.4% |
| All | +66.9% | +299.1% | -232.2% | -6.4% |
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