+295.3%
ESI vs VRSN
+293.8%
+1.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.2% | -4.8% |
| 7D | -2.3% | -1.5% | -0.8% | -1.8% |
| 30D | -9.0% | +0.7% | -9.8% | -9.5% |
| 3M | -13.3% | +0.6% | -13.8% | -14.7% |
| 6M | +5.3% | +21.7% | -16.5% | -6.3% |
| YTD | +37.6% | +20.0% | +17.6% | +22.2% |
| 1Y | +33.6% | +3.2% | +30.4% | +27.7% |
| 3Y | +75.8% | +42.4% | +33.4% | +38.6% |
| 5Y | +68.6% | +33.0% | +35.6% | +35.5% |
| All | +295.3% | +293.8% | +1.5% | +103.7% |
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