+7.4%
HAL vs VRSN
+285.8%
-278.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.2% |
| 7D | -1.3% | -1.0% | -0.3% | -1.0% |
| 30D | +10.9% | -1.9% | +12.8% | +11.5% |
| 3M | -5.8% | +1.4% | -7.2% | -6.9% |
| 6M | +8.1% | +19.0% | -10.9% | -0.6% |
| YTD | +33.2% | +19.2% | +14.0% | +21.4% |
| 1Y | +74.2% | +1.7% | +72.5% | +69.6% |
| 3Y | -3.7% | +41.4% | -45.1% | -21.6% |
| 5Y | +111.9% | +31.7% | +80.2% | +72.3% |
| 10Y | +7.4% | +290.3% | -282.9% | -36.1% |
| All | +7.4% | +285.8% | -278.4% | -36.1% |
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