-12.1%
DOW vs VRSN
+63.7%
-75.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.6% |
| 7D | -1.4% | +0.2% | -1.6% | -1.5% |
| 30D | -3.9% | +3.8% | -7.7% | -5.6% |
| 3M | -12.7% | +5.0% | -17.7% | -14.9% |
| 6M | -13.7% | +24.9% | -38.6% | -22.4% |
| YTD | +28.4% | +21.6% | +6.8% | +16.3% |
| 1Y | +21.8% | +2.4% | +19.3% | +18.7% |
| 3Y | -35.7% | +47.3% | -83.1% | -47.5% |
| 5Y | -36.8% | +34.7% | -71.6% | -47.9% |
| All | -12.1% | +63.7% | -75.7% | -34.7% |
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