+263.6%
EMR vs VRSN
+293.8%
-30.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.6% |
| 7D | -1.2% | -1.5% | +0.3% | -0.7% |
| 30D | -9.4% | +0.7% | -10.2% | -9.8% |
| 3M | +8.6% | +0.6% | +8.0% | +7.6% |
| 6M | +6.7% | +21.7% | -15.0% | -3.0% |
| YTD | +13.1% | +20.0% | -6.9% | +2.8% |
| 1Y | +12.7% | +3.2% | +9.6% | +9.0% |
| 3Y | +58.1% | +42.4% | +15.7% | +30.0% |
| 5Y | +63.6% | +33.0% | +30.7% | +35.4% |
| All | +263.6% | +293.8% | -30.2% | +110.6% |
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