+160.8%
EXC vs VRSN
+285.8%
-125.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.2% | -1.1% |
| 7D | +0.3% | -1.0% | +1.4% | +0.6% |
| 30D | -0.9% | -1.9% | +1.0% | -0.4% |
| 3M | -2.7% | +1.4% | -4.0% | -3.6% |
| 6M | -9.4% | +19.0% | -28.4% | -15.7% |
| YTD | +3.0% | +19.2% | -16.2% | -4.6% |
| 1Y | +5.1% | +1.7% | +3.5% | +2.9% |
| 3Y | +20.6% | +41.4% | -20.8% | +2.2% |
| 5Y | +45.7% | +31.7% | +14.1% | +23.9% |
| 10Y | +160.8% | +290.3% | -129.4% | +78.4% |
| All | +160.8% | +285.8% | -125.0% | +78.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling