+1,086.7%
FLEX vs VRSN
+285.8%
+800.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -2.1% |
| 7D | +6.4% | -1.0% | +7.4% | +6.7% |
| 30D | -5.9% | -1.9% | -4.0% | -5.4% |
| 3M | -23.5% | +1.4% | -24.8% | -25.3% |
| 6M | +83.7% | +19.0% | +64.7% | +63.6% |
| YTD | +86.5% | +19.2% | +67.3% | +64.4% |
| 1Y | +100.5% | +1.7% | +98.8% | +91.5% |
| 3Y | +469.8% | +41.4% | +428.4% | +337.4% |
| 5Y | +725.7% | +31.7% | +694.0% | +548.0% |
| 10Y | +1,086.7% | +290.3% | +796.5% | +497.8% |
| All | +1,086.7% | +285.8% | +800.9% | +497.8% |
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