+196.7%
EXC vs VRSN
+292.3%
-95.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +1.4% | +1.4% | 0.0% | +0.9% |
| 30D | +8.6% | +3.9% | +4.7% | +7.1% |
| 3M | +2.4% | +9.3% | -6.9% | -1.0% |
| 6M | +6.5% | +6.7% | -0.2% | +3.3% |
| YTD | +9.0% | +30.0% | -21.0% | -2.2% |
| 1Y | +4.6% | +26.0% | -21.4% | -5.2% |
| 3Y | +33.5% | +53.1% | -19.6% | +9.8% |
| 5Y | +41.4% | +35.0% | +6.4% | +19.7% |
| All | +196.7% | +292.3% | -95.7% | +97.6% |
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