+1,344.7%
EME vs VRSN
+299.1%
+1,045.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +3.9% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | -6.3% | +3.8% | -10.1% | -7.5% |
| 3M | -3.8% | +5.0% | -8.8% | -5.9% |
| 6M | +8.5% | +24.9% | -16.4% | -0.6% |
| YTD | +27.8% | +21.6% | +6.2% | +17.3% |
| 1Y | +22.2% | +2.4% | +19.8% | +19.2% |
| 3Y | +253.5% | +47.3% | +206.1% | +195.8% |
| 5Y | +578.6% | +34.7% | +543.9% | +475.4% |
| All | +1,344.7% | +299.1% | +1,045.6% | +731.4% |
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