+158.0%
EXPE vs VRSN
+285.8%
-127.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.5% |
| 7D | -11.5% | -1.0% | -10.5% | -11.0% |
| 30D | -13.1% | -1.9% | -11.2% | -12.3% |
| 3M | +18.1% | +1.4% | +16.8% | +16.8% |
| 6M | +13.3% | +19.0% | -5.8% | +2.4% |
| YTD | -3.2% | +19.2% | -22.4% | -12.7% |
| 1Y | +26.1% | +1.7% | +24.5% | +22.9% |
| 3Y | +151.7% | +41.4% | +110.3% | +104.7% |
| 5Y | +88.3% | +31.7% | +56.7% | +55.5% |
| 10Y | +158.0% | +290.3% | -132.2% | +29.5% |
| All | +158.0% | +285.8% | -127.8% | +29.5% |
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