+175.5%
EXE vs VRSN
+45.3%
+130.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | -2.2% | -1.5% | -0.7% | -1.9% |
| 30D | -0.8% | +0.7% | -1.5% | -1.0% |
| 3M | +10.0% | +0.6% | +9.5% | +9.7% |
| 6M | -6.3% | +21.7% | -28.1% | -11.4% |
| YTD | -10.7% | +20.0% | -30.7% | -15.4% |
| 1Y | +2.7% | +3.2% | -0.5% | +1.2% |
| 3Y | +19.1% | +42.4% | -23.3% | +5.3% |
| 5Y | +105.4% | +33.0% | +72.5% | +78.9% |
| All | +175.5% | +45.3% | +130.3% | +139.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling