+5,831.7%
FIX vs VRSN
+290.6%
+5,541.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.1% |
| 7D | +6.0% | +0.1% | +6.0% | +6.0% |
| 30D | -7.2% | -0.2% | -7.1% | -7.4% |
| 3M | -15.9% | -0.3% | -15.6% | -16.9% |
| 6M | +12.7% | +23.0% | -10.2% | +1.1% |
| YTD | +72.8% | +21.3% | +51.4% | +54.6% |
| 1Y | +122.9% | +6.7% | +116.2% | +110.5% |
| 3Y | +774.3% | +45.0% | +729.4% | +605.2% |
| 5Y | +2,049.5% | +35.0% | +2,014.4% | +1,657.4% |
| All | +5,831.7% | +290.6% | +5,541.1% | +3,260.6% |
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