+3,800.0%
FIX vs VRSN
+289.3%
+3,510.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.9% | +10.3% | +9.7% |
| 7D | -7.2% | -0.8% | -6.4% | -7.0% |
| 30D | -35.1% | +0.7% | -35.8% | -35.2% |
| 3M | -34.3% | +4.1% | -38.4% | -35.4% |
| 6M | -42.9% | +6.7% | -49.6% | -45.3% |
| YTD | +19.5% | +27.1% | -7.6% | +4.9% |
| 1Y | +16.8% | +28.0% | -11.2% | +2.1% |
| 3Y | +506.7% | +52.6% | +454.1% | +381.3% |
| 5Y | +1,046.7% | +33.3% | +1,013.4% | +847.8% |
| 10Y | +3,800.0% | +279.5% | +3,520.5% | +2,053.8% |
| All | +3,800.0% | +289.3% | +3,510.7% | +2,053.8% |
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