+38.9%
EFX vs VRSN
+293.8%
-254.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.4% |
| 7D | -11.1% | -1.5% | -9.6% | -10.4% |
| 30D | -7.4% | +0.7% | -8.1% | -7.8% |
| 3M | +1.5% | +0.6% | +0.9% | +1.0% |
| 6M | -13.7% | +21.7% | -35.4% | -22.3% |
| YTD | -21.9% | +20.0% | -41.9% | -29.4% |
| 1Y | -30.8% | +3.2% | -33.9% | -32.7% |
| 3Y | -12.4% | +42.4% | -54.7% | -29.2% |
| 5Y | -35.9% | +33.0% | -68.9% | -46.9% |
| All | +38.9% | +293.8% | -254.9% | -15.2% |
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