+271.2%
EW vs VRSN
+292.3%
-21.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +4.9% | +1.4% | +3.5% | +4.2% |
| 30D | +23.9% | +3.9% | +20.1% | +21.8% |
| 3M | +15.8% | +9.3% | +6.4% | +10.9% |
| 6M | +31.7% | +6.7% | +25.0% | +26.6% |
| YTD | +25.7% | +30.0% | -4.4% | +8.8% |
| 1Y | +24.4% | +26.0% | -1.6% | +9.3% |
| 3Y | +65.9% | +53.1% | +12.7% | +27.3% |
| 5Y | -7.6% | +35.0% | -42.6% | -25.4% |
| All | +271.2% | +292.3% | -21.1% | +82.6% |
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